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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 | $20,208 | $82,630-75.5% | $64,105-68.5% | $125,389-83.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.98% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $746 | $2,671-72.1% | $1,820-59.0% | $4,866-84.7% |
| Participant deferral / active EE | $291 | $3,608-91.9% | $2,822-89.7% | $5,352-94.6% |
| Admin fee / account holder | $437 | $6,382-93.2% | $4,499-90.3% | $9,541-95.4% |