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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 | $9,775 | $57,072-82.9% | - | $125,389-92.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | - | 83.2%+16.8pp |
| Annual return | -0.47% | 36.57%-37.0pp | - | 282.24%-282.7pp |
| Employer contribution / active EE | $4,018 | $3,605+11.5% | - | $4,866-17.4% |
| Participant deferral / active EE | $0 | $3,350-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $4,371 | $2,644+65.3% | - | $9,541-54.2% |