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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 | $51,815 | $75,935-31.8% | $60,547-14.4% | $125,389-58.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.59% | -5.38%+3.8pp | 335.64%-337.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $6,518 | $3,438+89.6% | $2,419+169.4% | $4,866+33.9% |
| Participant deferral / active EE | $965 | $4,506-78.6% | $3,328-71.0% | $5,352-82.0% |
| Admin fee / account holder | $597 | $6,768-91.2% | $4,536-86.8% | $9,541-93.7% |