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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 | $39,271 | $109,905-64.3% | $98,506-60.1% | $167,553-76.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $12,716 | $3,226+294.2% | $2,961+329.4% | $4,840+162.8% |
| Participant deferral / active EE | $457 | $4,674-90.2% | $4,277-89.3% | $6,343-92.8% |
| Admin fee / account holder | $506 | $6,760-92.5% | $5,955-91.5% | $12,316-95.9% |