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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 | $52,868 | $93,117-43.2% | $77,096-31.4% | $134,532-60.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.17% | 62.67%-64.8pp | 42.35%-44.5pp | 418.27%-420.4pp |
| Employer contribution / active EE | $2,083 | $3,420-39.1% | $2,814-26.0% | $4,741-56.1% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,283 | $6,948-38.3% | $5,428-21.1% | $11,429-62.5% |