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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 | $16,487 | $105,867-84.4% | $90,760-81.8% | $134,532-87.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.07% | -10.99%-2.1pp | -12.16%-0.9pp | 418.27%-431.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $457 | $5,217-91.2% | $4,565-90.0% | $6,401-92.9% |
| Admin fee / account holder | $301 | $13,936-97.8% | $8,444-96.4% | $11,429-97.4% |