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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 | $31,161 | $99,647-68.7% | $86,439-64.0% | $134,509-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.45% | 6784.13%-6790.6pp | 4395.55%-4402.0pp | 418.13%-424.6pp |
| Employer contribution / active EE | $2,530 | $4,401-42.5% | $3,769-32.9% | $4,741-46.6% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $557 | $8,373-93.3% | $6,732-91.7% | $11,427-95.1% |