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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 | $83,226 | $99,668-16.5% | $86,451-3.7% | $134,545-38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.47% | 6789.61%-6798.1pp | 4398.51%-4407.0pp | 418.37%-426.8pp |
| Employer contribution / active EE | $16,028 | $4,403+264.0% | $3,770+325.2% | $4,742+238.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $342 | $8,377-95.9% | $6,734-94.9% | $11,431-97.0% |