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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 | $91,561 | $97,729-6.3% | $83,830+9.2% | $135,379-32.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.09% | 1287.52%-1287.4pp | 850.97%-850.9pp | 519.79%-519.7pp |
| Employer contribution / active EE | $9,091 | $4,222+115.3% | $3,631+150.4% | $4,779+90.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,938 | $6,674-71.0% | $5,479-64.6% | $10,828-82.1% |