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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 | $41,411 | $97,729-57.6% | $83,830-50.6% | $135,379-69.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.67% | 1287.52%-1289.2pp | 850.97%-852.6pp | 519.79%-521.5pp |
| Employer contribution / active EE | $7,500 | $4,222+77.6% | $3,631+106.6% | $4,779+56.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30,596 | $6,674+358.4% | $5,479+458.5% | $10,828+182.6% |