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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 | $48,817 | $95,979-49.1% | $74,551-34.5% | $135,380-63.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.42% | 56.97%-62.4pp | 32.53%-38.0pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,868 | $2,716+5.6% | $1,961+46.2% | $4,779-40.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,555 | $6,522-60.8% | $5,059-49.5% | $10,828-76.4% |