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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 | $25,291 | $75,832-66.6% | $147,617-82.9% | $59,633-57.6% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.6pp | 68.7%+27.5pp |
| Annual return | -2.42% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,139 | $3,485-67.3% | $5,564-79.5% | $2,203-48.3% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,870 | $5,986-68.8% | $11,612-83.9% | $4,297-56.5% |