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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 | $92,743-87.3% | $82,744-85.7% | $134,532-91.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -13.87% | 946.63%-960.5pp | 702.22%-716.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $316 | $3,273-90.3% | $3,008-89.5% | $4,741-93.3% |
| Participant deferral / active EE | $789 | $4,802-83.6% | $4,395-82.1% | $6,401-87.7% |
| Admin fee / account holder | $6,185 | $5,977+3.5% | $5,325+16.1% | $11,429-45.9% |