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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 | $40,278 | $82,630-51.3% | $64,105-37.2% | $125,389-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.25% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,099 | $2,671+16.0% | $1,820+70.3% | $4,866-36.3% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $493 | $6,382-92.3% | $4,499-89.0% | $9,541-94.8% |