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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 | $23,923 | $133,998-82.1% | $112,263-78.7% | $134,545-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.34% | 47.17%-56.5pp | 27.49%-36.8pp | 418.37%-427.7pp |
| Employer contribution / active EE | $5,111 | $4,040+26.5% | $3,636+40.5% | $4,742+7.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $784 | $7,493-89.5% | $6,410-87.8% | $11,431-93.1% |