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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 | $25,454 | $84,685-69.9% | $73,836-65.5% | $125,389-79.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.45% | 3123.80%-3121.3pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $700 | $3,123-77.6% | $2,787-74.9% | $4,866-85.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37,369 | $5,694+556.3% | $4,882+665.5% | $9,541+291.7% |