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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 | $7,269 | $93,124-92.2% | $77,100-90.6% | $134,545-94.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.24% | 62.68%-78.9pp | 42.35%-58.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,884 | $3,421-44.9% | $2,815-33.1% | $4,742-60.3% |
| Participant deferral / active EE | $869 | $5,242-83.4% | $4,430-80.4% | $6,401-86.4% |
| Admin fee / account holder | $1,876 | $6,970-73.1% | $5,443-65.5% | $11,431-83.6% |