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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 | $40,003 | $95,193-58.0% | $76,523-47.7% | $135,382-70.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.54% | 4.85%-5.4pp | -0.27%-0.3pp | 519.77%-520.3pp |
| Employer contribution / active EE | $22,389 | $3,302+578.0% | $2,647+745.8% | $4,779+368.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,505 | $6,249-75.9% | $4,848-69.0% | $10,829-86.1% |