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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 | $29,875 | $92,766-67.8% | $82,763-63.9% | $134,545-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.25% | 946.97%-962.2pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $974 | $3,273-70.2% | $3,008-67.6% | $4,742-79.5% |
| Participant deferral / active EE | $666 | $4,802-86.1% | $4,395-84.9% | $6,401-89.6% |
| Admin fee / account holder | $986 | $5,978-83.5% | $5,325-81.5% | $11,431-91.4% |