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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 | $59,721 | $97,732-38.9% | $83,831-28.8% | $135,380-55.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.13% | 1287.56%-1287.7pp | 850.99%-851.1pp | 519.81%-519.9pp |
| Employer contribution / active EE | $30,000 | $4,222+610.6% | $3,631+726.2% | $4,779+527.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $197,048 | $6,675+2852.2% | $5,479+3496.6% | $10,828+1719.8% |