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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 | $39,803 | $95,979-58.5% | $74,551-46.6% | $135,380-70.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.12% | 56.97%-63.1pp | 32.53%-38.7pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,250 | $2,716-54.0% | $1,961-36.3% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $448 | $6,522-93.1% | $5,059-91.1% | $10,828-95.9% |