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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 | $48,948 | $60,128-18.6% | $90,440-45.9% | $79,852-38.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.40% | 71.95%-58.5pp | 1294.38%-1281.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $4,035 | $2,068+95.1% | $3,263+23.7% | $2,471+63.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,858 | $3,977-28.1% | $5,615-49.1% | $5,306-46.1% |