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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 | $61,974 | $45,566+36.0% | $64,105-3.3% | $59,632+3.9% |
| Participation rate | 96.2% | 60.2%+36.0pp | 68.2%+28.0pp | 68.7%+27.5pp |
| Annual return | -2.13% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $655 | $934-29.9% | $1,820-64.0% | $2,203-70.3% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,020 | $3,268+482.1% | $4,499+322.7% | $4,297+342.6% |