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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 | $36,943 | $90,607-59.2% | $79,467-53.5% | $135,380-72.7% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -6.44% | 977.74%-984.2pp | 718.30%-724.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $244 | $3,068-92.1% | $2,800-91.3% | $4,779-94.9% |
| Participant deferral / active EE | $353 | $4,050-91.3% | $3,704-90.5% | $5,609-93.7% |
| Admin fee / account holder | $695 | $5,895-88.2% | $5,104-86.4% | $10,828-93.6% |