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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 | $24,544 | $84,685-71.0% | $73,836-66.8% | $125,389-80.4% |
| Participation rate | 84.2% | 76.8%+7.4pp | 73.4%+10.8pp | 83.2%+1.0pp |
| Annual return | 1.96% | 3123.80%-3121.8pp | 2268.06%-2266.1pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,294 | $3,123-26.5% | $2,787-17.7% | $4,866-52.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,597 | $5,694+121.2% | $4,882+158.0% | $9,541+32.0% |