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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 | $8,932 | $92,684-90.4% | $82,706-89.2% | $134,509-93.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -7.72% | 945.84%-953.6pp | 701.76%-709.5pp | 418.13%-425.9pp |
| Employer contribution / active EE | $1,519 | $3,272-53.6% | $3,007-49.5% | $4,741-68.0% |
| Participant deferral / active EE | $475 | $4,800-90.1% | $4,394-89.2% | $6,400-92.6% |
| Admin fee / account holder | $52,944 | $5,982+785.1% | $5,329+893.6% | $11,427+363.3% |