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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 | $74,701 | $95,975-22.2% | $74,552+0.2% | $135,382-44.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.66% | 56.96%-58.6pp | 32.53%-34.2pp | 519.77%-521.4pp |
| Employer contribution / active EE | $714 | $2,716-73.7% | $1,961-63.6% | $4,779-85.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $433 | $6,522-93.4% | $5,060-91.4% | $10,829-96.0% |