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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 | $46,848 | $180,459-74.0% | $154,108-69.6% | $135,380-65.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.94% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,965 | $6,035-67.4% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $1,852 | $5,806-68.1% | $5,081-63.5% | $5,609-67.0% |
| Admin fee / account holder | $59,927 | $16,145+271.2% | $13,411+346.8% | $10,828+453.4% |