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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 | $58,217 | $45,566+27.8% | $64,105-9.2% | $59,633-2.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.50% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $541 | $934-42.1% | $1,820-70.3% | $2,203-75.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,763 | $3,268+198.8% | $4,499+117.0% | $4,297+127.2% |