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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 | $22,902 | $95,979-76.1% | $74,551-69.3% | $135,380-83.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.50% | 56.97%-59.5pp | 32.53%-35.0pp | 519.81%-522.3pp |
| Employer contribution / active EE | $329 | $2,716-87.9% | $1,961-83.2% | $4,779-93.1% |
| Participant deferral / active EE | $129 | $3,844-96.6% | $3,108-95.9% | $5,609-97.7% |
| Admin fee / account holder | $360 | $6,522-94.5% | $5,059-92.9% | $10,828-96.7% |