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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 | $32,831 | $43,730-24.9% | $121,220-72.9% | $64,173-48.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.09% | 68.94%-71.0pp | 16.94%-19.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,081 | $1,297-16.7% | $4,023-73.1% | $2,381-54.6% |
| Participant deferral / active EE | $669 | $2,281-70.6% | $3,345-80.0% | $3,470-80.7% |
| Admin fee / account holder | $523 | $3,502-85.1% | $5,021-89.6% | $4,887-89.3% |