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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 | $35,325 | $138,075-74.4% | $123,552-71.4% | $135,379-73.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.68% | 153.70%-157.4pp | 119.20%-122.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,551 | $5,152-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $933 | $6,800-86.3% | $6,426-85.5% | $5,609-83.4% |
| Admin fee / account holder | $35,882 | $10,917+228.7% | $9,285+286.5% | $10,828+231.4% |