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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 | $63,968 | $82,674-22.6% | $125,358-49.0% | $68,498-6.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 17.95% | -5.97%+23.9pp | 572.03%-554.1pp | -7.84%+25.8pp |
| Employer contribution / active EE | $5,040 | $3,381+49.1% | $4,814+4.7% | $2,596+94.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,848 | $6,276-70.5% | $10,007-81.5% | $5,403-65.8% |