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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 | $127,942 | $88,596+44.4% | $70,098+82.5% | $134,509-4.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.27% | 442.67%-442.4pp | 190.76%-190.5pp | 418.13%-417.9pp |
| Employer contribution / active EE | $15,100 | $3,235+366.7% | $2,560+489.8% | $4,741+218.5% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,117 | $10,441-79.7% | $6,266-66.2% | $11,427-81.5% |