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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 | $35,701 | $99,668-64.2% | $86,451-58.7% | $134,545-73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 6789.61%-6805.4pp | 4398.51%-4414.3pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,456 | $4,403-66.9% | $3,770-61.4% | $4,742-69.3% |
| Participant deferral / active EE | $1,313 | $7,249-81.9% | $6,953-81.1% | $6,401-79.5% |
| Admin fee / account holder | $344 | $8,377-95.9% | $6,734-94.9% | $11,431-97.0% |