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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 | $72,112 | $94,529-23.7% | $140,019-48.5% | $64,173+12.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.76% | 7.77%-10.5pp | 651.17%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,701 | $3,812+23.3% | $5,605-16.1% | $2,381+97.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,032 | $6,741+226.8% | $10,705+105.8% | $4,887+350.8% |