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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 | $103,736 | $75,832+36.8% | $147,617-29.7% | $59,633+74.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.71% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,658 | $3,485-23.7% | $5,564-52.2% | $2,203+20.7% |
| Participant deferral / active EE | $17 | $3,131-99.5% | $4,895-99.7% | $3,192-99.5% |
| Admin fee / account holder | $2,793 | $5,986-53.3% | $11,612-75.9% | $4,297-35.0% |