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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,635 | $85,766-63.1% | $136,297-76.8% | $70,131-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.54% | 31.45%-15.9pp | 5156.16%-5140.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,479 | $5,051-70.7% | $6,247-76.3% | $3,332-55.6% |
| Admin fee / account holder | $513 | $5,420-90.5% | $9,244-94.4% | $4,645-89.0% |