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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 | $16,583 | $84,694-80.4% | $73,843-77.5% | $125,392-86.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.49% | 3123.66%-3124.2pp | 2267.91%-2268.4pp | 282.23%-282.7pp |
| Employer contribution / active EE | $1,836 | $3,123-41.2% | $2,787-34.1% | $4,866-62.3% |
| Participant deferral / active EE | $574 | $3,992-85.6% | $3,583-84.0% | $5,351-89.3% |
| Admin fee / account holder | $466 | $5,691-91.8% | $4,880-90.5% | $9,541-95.1% |