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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 | $39,699 | $82,678-52.0% | $125,391-68.3% | $68,490-42.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.65% | -5.97%-2.7pp | 572.41%-581.1pp | -7.85%-0.8pp |
| Employer contribution / active EE | $6,098 | $3,382+80.3% | $4,816+26.6% | $2,597+134.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,423 | $6,277+145.7% | $10,009+54.1% | $5,403+185.5% |