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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 | $66,816 | $75,832-11.9% | $147,617-54.7% | $59,633+12.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,287 | $3,485-34.4% | $5,564-58.9% | $2,203+3.8% |
| Participant deferral / active EE | $508 | $3,131-83.8% | $4,895-89.6% | $3,192-84.1% |
| Admin fee / account holder | $2,246 | $5,986-62.5% | $11,612-80.7% | $4,297-47.7% |