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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 | $24,033 | $90,606-73.5% | $79,466-69.8% | $135,379-82.2% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -7.27% | 977.69%-985.0pp | 718.28%-725.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $3,412 | $3,068+11.2% | $2,800+21.8% | $4,779-28.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $504 | $5,895-91.5% | $5,104-90.1% | $10,828-95.3% |