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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 | $50,008 | $176,688-71.7% | $130,660-61.7% | $152,897-67.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $11,541 | $5,743+101.0% | $4,092+182.0% | $4,764+142.3% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,866 | $7,131-73.8% | $5,463-65.9% | $11,599-83.9% |