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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 | $45,890 | $56,200-18.3% | $67,653-32.2% | $59,633-23.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.53% | 18506.71%-18507.2pp | 6625.22%-6625.7pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $3,622 | $1,615+124.3% | $2,266+59.9% | $2,203+64.5% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,633 | $3,959+67.6% | $4,821+37.6% | $4,297+54.4% |