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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 | $53,745 | $115,810-53.6% | $101,271-46.9% | $158,966-66.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,157 | $4,175-72.3% | $3,660-68.4% | $4,762-75.7% |
| Participant deferral / active EE | $1,345 | $4,958-72.9% | $4,371-69.2% | $5,983-77.5% |
| Admin fee / account holder | $409 | $7,248-94.4% | $5,948-93.1% | $11,250-96.4% |