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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 | $32,619 | $90,617-64.0% | $79,476-59.0% | $135,382-75.9% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.89% | 977.57%-984.5pp | 718.21%-725.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $1,991 | $3,068-35.1% | $2,800-28.9% | $4,779-58.3% |
| Participant deferral / active EE | $415 | $4,050-89.7% | $3,704-88.8% | $5,609-92.6% |
| Admin fee / account holder | $8,614 | $5,907+45.8% | $5,113+68.5% | $10,829-20.5% |