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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 | $28,952 | $97,729-70.4% | $83,830-65.5% | $135,379-78.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.12% | 1287.52%-1289.6pp | 850.97%-853.1pp | 519.79%-521.9pp |
| Employer contribution / active EE | $10,869 | $4,222+157.4% | $3,631+199.3% | $4,779+127.4% |
| Participant deferral / active EE | $629 | $4,683-86.6% | $4,082-84.6% | $5,609-88.8% |
| Admin fee / account holder | $2,767 | $6,674-58.5% | $5,479-49.5% | $10,828-74.4% |