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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 | $12,057 | $92,743-87.0% | $82,744-85.4% | $134,532-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.71% | 946.63%-967.3pp | 702.22%-722.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $528 | $3,273-83.9% | $3,008-82.4% | $4,741-88.9% |
| Participant deferral / active EE | $528 | $4,802-89.0% | $4,395-88.0% | $6,401-91.7% |
| Admin fee / account holder | $430 | $5,977-92.8% | $5,325-91.9% | $11,429-96.2% |