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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 | $23,871 | $67,372-64.6% | $60,906-60.8% | $134,532-82.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 50.05%-68.4pp | 16.94%-35.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,812 | $3,099-41.5% | $2,703-33.0% | $4,741-61.8% |
| Participant deferral / active EE | $530 | $4,532-88.3% | $3,814-86.1% | $6,401-91.7% |
| Admin fee / account holder | $621 | $4,588-86.5% | $3,227-80.8% | $11,429-94.6% |