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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 | $12,911 | $92,766-86.1% | $82,763-84.4% | $134,545-90.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -9.03% | 946.97%-956.0pp | 702.45%-711.5pp | 418.37%-427.4pp |
| Employer contribution / active EE | $1,955 | $3,273-40.3% | $3,008-35.0% | $4,742-58.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $308 | $5,978-94.9% | $5,325-94.2% | $11,431-97.3% |