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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 | $30,048 | $91,536-67.2% | $130,062-76.9% | $75,177-60.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.31% | -631.62%+645.9pp | -137.37%+151.7pp | 160.75%-146.4pp |
| Employer contribution / active EE | $735 | $2,845-74.2% | $4,322-83.0% | $2,671-72.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,214 | $6,780-82.1% | $10,601-88.5% | $5,651-78.5% |