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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 | $22,210 | $106,557-79.2% | $91,227-75.7% | $134,545-83.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -4.25% | 160.81%-165.1pp | 114.14%-118.4pp | 418.37%-422.6pp |
| Employer contribution / active EE | $659 | $3,332-80.2% | $2,851-76.9% | $4,742-86.1% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $362 | $6,235-94.2% | $5,423-93.3% | $11,431-96.8% |