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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 | $24,760 | $138,078-82.1% | $125,363-80.2% | $134,509-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.49%-767.6pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,412 | $5,245-73.1% | $4,815-70.7% | $4,741-70.2% |
| Participant deferral / active EE | $1,474 | $7,800-81.1% | $7,447-80.2% | $6,400-77.0% |
| Admin fee / account holder | $11,506 | $11,566-0.5% | $10,005+15.0% | $11,427+0.7% |