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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 | $7,244 | $67,396-89.3% | $60,919-88.1% | $134,545-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.01% | 50.12%-67.1pp | 16.96%-34.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $419 | $3,101-86.5% | $2,704-84.5% | $4,742-91.2% |
| Participant deferral / active EE | $80 | $4,534-98.2% | $3,814-97.9% | $6,401-98.8% |
| Admin fee / account holder | $646 | $4,590-85.9% | $3,228-80.0% | $11,431-94.3% |