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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 | $20,364 | $75,832-73.1% | $147,617-86.2% | $59,633-65.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.63% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $960 | $3,485-72.4% | $5,564-82.7% | $2,203-56.4% |
| Participant deferral / active EE | $579 | $3,131-81.5% | $4,895-88.2% | $3,192-81.9% |
| Admin fee / account holder | $1,110 | $5,986-81.5% | $11,612-90.4% | $4,297-74.2% |