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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 | $17,829 | $54,370-67.2% | $82,763-78.5% | $68,490-74.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -7.52% | -13.67%+6.1pp | 702.45%-710.0pp | -7.85%+0.3pp |
| Employer contribution / active EE | $328 | $2,219-85.2% | $3,008-89.1% | $2,597-87.4% |
| Participant deferral / active EE | $763 | $3,247-76.5% | $4,395-82.6% | $4,028-81.0% |
| Admin fee / account holder | $1,000 | $4,398-77.3% | $5,325-81.2% | $5,403-81.5% |