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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 | $29,709 | $67,372-55.9% | $60,906-51.2% | $134,532-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.19% | 50.05%-67.2pp | 16.94%-34.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,599 | $3,099-16.1% | $2,703-3.8% | $4,741-45.2% |
| Participant deferral / active EE | $623 | $4,532-86.2% | $3,814-83.7% | $6,401-90.3% |
| Admin fee / account holder | $837 | $4,588-81.8% | $3,227-74.1% | $11,429-92.7% |