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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 | $43,342 | $78,707-44.9% | $117,861-63.2% | $70,126-38.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $6,804 | $2,223+206.0% | $3,786+79.7% | $2,343+190.5% |
| Participant deferral / active EE | $1,432 | $3,297-56.6% | $4,482-68.1% | $3,332-57.0% |
| Admin fee / account holder | $1,309 | $5,066-74.2% | $8,021-83.7% | $4,645-71.8% |