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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 | $99,647-48.7% | $86,439-40.8% | $134,493-62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.02% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.01%-418.0pp |
| Employer contribution / active EE | $4,783 | $4,401+8.7% | $3,769+26.9% | $4,740+0.9% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,718 | $8,373-79.5% | $6,732-74.5% | $11,425-85.0% |