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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 | $20,462 | $75,832-73.0% | $147,617-86.1% | $59,633-65.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.89% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $3,830 | $3,485+9.9% | $5,564-31.2% | $2,203+73.9% |
| Participant deferral / active EE | $166 | $3,131-94.7% | $4,895-96.6% | $3,192-94.8% |
| Admin fee / account holder | $9,121 | $5,986+52.4% | $11,612-21.5% | $4,297+112.3% |