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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 | $21,732 | $95,979-77.4% | $74,551-70.8% | $135,380-83.9% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -5.97% | 56.97%-62.9pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $833 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $67 | $3,844-98.3% | $3,108-97.9% | $5,609-98.8% |
| Admin fee / account holder | $3,486 | $6,522-46.6% | $5,059-31.1% | $10,828-67.8% |