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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 | $49,947 | $99,079-49.6% | $78,002-36.0% | $273,972-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.24% | 217.93%-215.7pp | 425.99%-423.7pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,318 | $3,308-29.9% | $2,470-6.2% | $4,869-52.4% |
| Participant deferral / active EE | $906 | $4,306-79.0% | $3,497-74.1% | $5,287-82.9% |
| Admin fee / account holder | $1,743 | $8,954-80.5% | $5,481-68.2% | $10,133-82.8% |