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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 | $29,099 | $57,352-49.3% | $83,831-65.3% | $64,173-54.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.83% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,667 | $2,546-34.5% | $3,631-54.1% | $2,381-30.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $684 | $4,046-83.1% | $5,479-87.5% | $4,887-86.0% |