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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 | $52,074 | $111,830-53.4% | $93,696-44.4% | $145,884-64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.30% | 204.08%-195.8pp | 133.74%-125.4pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $68 | $4,920-98.6% | $4,417-98.5% | $6,690-99.0% |
| Admin fee / account holder | $1,112 | $10,249-89.2% | $8,287-86.6% | $13,392-91.7% |