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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 | $55,909 | $97,729-42.8% | $83,830-33.3% | $135,379-58.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.63% | 1287.52%-1294.1pp | 850.97%-857.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $9,041 | $4,222+114.1% | $3,631+149.0% | $4,779+89.2% |
| Participant deferral / active EE | $420 | $4,683-91.0% | $4,082-89.7% | $5,609-92.5% |
| Admin fee / account holder | $586 | $6,674-91.2% | $5,479-89.3% | $10,828-94.6% |