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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 | $6,109 | $34,316-82.2% | $74,723-91.8% | $72,976-91.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $232 | $692-66.4% | $1,084-78.6% | $2,440-90.5% |
| Participant deferral / active EE | $312 | $1,272-75.4% | $1,962-84.1% | $3,608-91.3% |
| Admin fee / account holder | $604 | $2,125-71.6% | $3,335-81.9% | $5,124-88.2% |