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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 | $14,459 | $84,628-82.9% | $61,501-76.5% | $134,545-89.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.25% | 585.61%-597.9pp | 339.04%-351.3pp | 418.37%-430.6pp |
| Employer contribution / active EE | $2,449 | $1,545+58.5% | $1,160+111.1% | $4,742-48.4% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $910 | $2,587-64.8% | $2,132-57.3% | $11,431-92.0% |