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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 | $51,164 | $99,668-48.7% | $86,451-40.8% | $134,545-62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.02% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,783 | $4,403+8.6% | $3,770+26.9% | $4,742+0.9% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,718 | $8,377-79.5% | $6,734-74.5% | $11,431-85.0% |