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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 | $78,271 | $138,075-43.3% | $123,552-36.6% | $135,379-42.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.40% | 153.70%-151.3pp | 119.20%-116.8pp | 519.79%-517.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,064 | $6,800-84.4% | $6,426-83.4% | $5,609-81.0% |
| Admin fee / account holder | $458,626 | $10,917+4101.1% | $9,285+4839.7% | $10,828+4135.6% |