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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 | $61,591 | $91,537-32.7% | $130,045-52.6% | $75,173-18.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.63% | -631.55%+647.2pp | -137.30%+152.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $3,128 | $2,845+10.0% | $4,321-27.6% | $2,671+17.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,748 | $6,780-44.7% | $10,600-64.6% | $5,651-33.7% |