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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 | $17,984 | $97,732-81.6% | $83,831-78.5% | $135,380-86.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -6.84% | 1287.56%-1294.4pp | 850.99%-857.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,735 | $4,222-11.5% | $3,631+2.8% | $4,779-21.9% |
| Participant deferral / active EE | $484 | $4,683-89.7% | $4,082-88.1% | $5,609-91.4% |
| Admin fee / account holder | $1,252 | $6,675-81.2% | $5,479-77.1% | $10,828-88.4% |