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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 | $33,178 | $138,072-76.0% | $123,549-73.1% | $135,382-75.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,430 | $5,152-72.2% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $1,962 | $6,799-71.1% | $6,426-69.5% | $5,609-65.0% |
| Admin fee / account holder | $386 | $10,917-96.5% | $9,284-95.8% | $10,829-96.4% |