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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 | $20,821 | $67,396-69.1% | $60,919-65.8% | $134,545-84.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.05% | 50.12%-60.2pp | 16.96%-27.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $4,281 | $3,101+38.0% | $2,704+58.3% | $4,742-9.7% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,267 | $4,590-72.4% | $3,228-60.8% | $11,431-88.9% |