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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 | $46,282 | $75,832-39.0% | $147,617-68.6% | $59,633-22.4% |
| Participation rate | 98.4% | 71.6%+26.8pp | 84.6%+13.7pp | 68.7%+29.7pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,619 | $3,485+32.5% | $5,564-17.0% | $2,203+109.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,932 | $5,986-67.7% | $11,612-83.4% | $4,297-55.0% |