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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 | $37,666 | $133,981-71.9% | $112,249-66.4% | $134,532-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.96% | 47.16%-67.1pp | 27.48%-47.4pp | 418.27%-438.2pp |
| Employer contribution / active EE | $8,440 | $4,040+108.9% | $3,636+132.1% | $4,741+78.0% |
| Participant deferral / active EE | $47 | $5,292-99.1% | $4,729-99.0% | $6,401-99.3% |
| Admin fee / account holder | $4,718 | $7,492-37.0% | $6,412-26.4% | $11,429-58.7% |