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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 | $9,913 | $90,607-89.1% | $79,467-87.5% | $135,380-92.7% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -6.73% | 977.74%-984.5pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,267 | $3,068-26.1% | $2,800-19.1% | $4,779-52.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,923 | $5,895-67.4% | $5,104-62.3% | $10,828-82.2% |