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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 | $21,104 | $138,075-84.7% | $123,552-82.9% | $135,379-84.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.77% | 153.70%-155.5pp | 119.20%-121.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $1,055 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $2,110 | $6,800-69.0% | $6,426-67.2% | $5,609-62.4% |
| Admin fee / account holder | $40,054 | $10,917+266.9% | $9,285+331.4% | $10,828+269.9% |