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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 | $11,381 | $54,370-79.1% | $82,763-86.2% | $68,490-83.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,725 | $2,219-22.3% | $3,008-42.7% | $2,597-33.6% |
| Participant deferral / active EE | $772 | $3,247-76.2% | $4,395-82.4% | $4,028-80.8% |
| Admin fee / account holder | $491 | $4,398-88.8% | $5,325-90.8% | $5,403-90.9% |