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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 | $28,934 | $138,076-79.0% | $123,553-76.6% | $135,380-78.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,773 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $1,867 | $6,800-72.5% | $6,426-70.9% | $5,609-66.7% |
| Admin fee / account holder | $304 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |