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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 | $23,920 | $90,617-73.6% | $79,476-69.9% | $135,382-82.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 977.57%-983.1pp | 718.21%-723.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,983 | $3,068-35.4% | $2,800-29.2% | $4,779-58.5% |
| Participant deferral / active EE | $487 | $4,050-88.0% | $3,704-86.9% | $5,609-91.3% |
| Admin fee / account holder | $7,702 | $5,907+30.4% | $5,113+50.6% | $10,829-28.9% |