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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 | $61,023 | $78,694-22.5% | $67,652-9.8% | $125,389-51.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.69% | 9.46%-11.1pp | 6625.40%-6627.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $19,631 | $3,044+545.0% | $2,266+766.5% | $4,866+303.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $579 | $7,403-92.2% | $4,821-88.0% | $9,541-93.9% |