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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 | $19,804 | $75,832-73.9% | $147,617-86.6% | $59,633-66.8% |
| Participation rate | 93.5% | 71.6%+21.9pp | 84.6%+8.9pp | 68.7%+24.8pp |
| Annual return | -1.04% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,892 | $3,485-17.0% | $5,564-48.0% | $2,203+31.3% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $516 | $5,986-91.4% | $11,612-95.6% | $4,297-88.0% |