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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 | $81,726 | $48,274+69.3% | $63,517+28.7% | $59,632+37.0% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.0%+27.9pp | 68.7%+30.3pp |
| Annual return | 1.04% | -240.79%+241.8pp | -70.30%+71.3pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $4,375 | $1,586+175.8% | $2,322+88.4% | $2,203+98.6% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21,027 | $3,600+484.1% | $5,892+256.9% | $4,297+389.3% |