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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 | $47,453 | $157,296-69.8% | $141,191-66.4% | $152,897-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $19,330 | $5,262+267.3% | $4,736+308.2% | $4,764+305.8% |
| Participant deferral / active EE | $951 | $7,111-86.6% | $6,710-85.8% | $5,851-83.8% |
| Admin fee / account holder | $577 | $12,125-95.2% | $10,264-94.4% | $11,599-95.0% |