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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 | $45,252 | $131,835-65.7% | $108,582-58.3% | $273,972-83.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.20% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,878 | $4,913-61.8% | $3,758-50.0% | $4,869-61.4% |
| Participant deferral / active EE | $1,000 | $5,127-80.5% | $4,311-76.8% | $5,287-81.1% |
| Admin fee / account holder | $414,868 | $10,253+3946.5% | $7,645+5326.5% | $10,133+3994.4% |