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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 | $26,896 | $99,668-73.0% | $86,451-68.9% | $134,545-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 6789.61%-6804.5pp | 4398.51%-4413.4pp | 418.37%-433.2pp |
| Employer contribution / active EE | $8,721 | $4,403+98.1% | $3,770+131.3% | $4,742+83.9% |
| Participant deferral / active EE | $1,211 | $7,249-83.3% | $6,953-82.6% | $6,401-81.1% |
| Admin fee / account holder | $398 | $8,377-95.3% | $6,734-94.1% | $11,431-96.5% |