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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 | $16,878 | $52,519-67.9% | $155,789-89.2% | $59,633-71.7% |
| Participation rate | 85.7% | 61.7%+24.0pp | 76.1%+9.6pp | 68.7%+17.0pp |
| Annual return | -0.51% | 53.51%-54.0pp | 71.54%-72.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,031 | $1,589+27.8% | $3,839-47.1% | $2,203-7.8% |
| Participant deferral / active EE | $628 | $3,084-79.6% | $4,798-86.9% | $3,192-80.3% |
| Admin fee / account holder | $1,046 | $3,540-70.5% | $7,477-86.0% | $4,297-75.7% |