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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 | $35,419 | $48,274-26.6% | $63,244-44.0% | $59,633-40.6% |
| Participation rate | 75.6% | 66.3%+9.3pp | 71.0%+4.6pp | 68.7%+6.9pp |
| Annual return | 1.26% | -240.79%+242.0pp | -70.31%+71.6pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $854 | $2,343-63.5% | $2,953-71.1% | $3,192-73.2% |
| Admin fee / account holder | $2,226 | $3,600-38.2% | $5,893-62.2% | $4,297-48.2% |