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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 | $11,792 | $92,684-87.3% | $82,706-85.7% | $134,509-91.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.87% | 945.84%-959.7pp | 701.76%-715.6pp | 418.13%-432.0pp |
| Employer contribution / active EE | $316 | $3,272-90.3% | $3,007-89.5% | $4,741-93.3% |
| Participant deferral / active EE | $789 | $4,800-83.6% | $4,394-82.0% | $6,400-87.7% |
| Admin fee / account holder | $6,185 | $5,982+3.4% | $5,329+16.1% | $11,427-45.9% |