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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 | $59,864 | $91,537-34.6% | $130,045-54.0% | $75,173-20.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.12% | -631.55%+647.7pp | -137.30%+153.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,509 | $2,845-11.8% | $4,321-41.9% | $2,671-6.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,650 | $6,780+248.8% | $10,600+123.1% | $5,651+318.5% |