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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 | $21,073 | $52,519-59.9% | $155,789-86.5% | $59,633-64.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 1.30% | 53.51%-52.2pp | 71.54%-70.2pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $3,431 | $1,589+115.9% | $3,839-10.6% | $2,203+55.8% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,905 | $3,540+123.3% | $7,477+5.7% | $4,297+84.0% |