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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 | $50,258 | $112,935-55.5% | $90,970-44.8% | $158,966-68.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.83% | 215.79%-210.0pp | 134.58%-128.8pp | 302.95%-297.1pp |
| Employer contribution / active EE | $1,333 | $2,895-53.9% | $2,122-37.2% | $4,762-72.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,040 | $8,045+198.8% | $5,960+303.3% | $11,250+113.7% |