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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 | $45,231 | $99,644-54.6% | $86,438-47.7% | $134,532-66.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.42% | 6787.26%-6801.7pp | 4397.19%-4411.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $7,329 | $4,402+66.5% | $3,769+94.4% | $4,741+54.6% |
| Participant deferral / active EE | $1,767 | $7,247-75.6% | $6,952-74.6% | $6,401-72.4% |
| Admin fee / account holder | $2,629 | $8,375-68.6% | $6,733-60.9% | $11,429-77.0% |