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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 | $112,910 | $57,352+96.9% | $83,830+34.7% | $64,173+75.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.34% | 11.38%-19.7pp | 850.97%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,000 | $2,546-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,554 | $4,046-36.9% | $5,479-53.4% | $4,887-47.7% |