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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 | $22,654 | $84,685-73.2% | $73,836-69.3% | $125,389-81.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.24% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,770 | $3,123-11.3% | $2,787-0.6% | $4,866-43.1% |
| Participant deferral / active EE | $59 | $3,993-98.5% | $3,583-98.4% | $5,352-98.9% |
| Admin fee / account holder | $2,328 | $5,694-59.1% | $4,882-52.3% | $9,541-75.6% |