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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 | $18,626 | $93,117-80.0% | $77,096-75.8% | $134,532-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.36% | 62.67%-74.0pp | 42.35%-53.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $296 | $5,241-94.4% | $4,429-93.3% | $6,401-95.4% |
| Admin fee / account holder | $30,634 | $6,948+340.9% | $5,428+464.3% | $11,429+168.1% |