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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 | $10,774 | $95,917-88.8% | $79,583-86.5% | $134,545-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.70% | -2.70%-4.0pp | 0.16%-6.9pp | 418.37%-425.1pp |
| Employer contribution / active EE | $4,418 | $3,129+41.2% | $2,414+83.0% | $4,742-6.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,824 | $9,132-80.0% | $6,835-73.3% | $11,431-84.0% |