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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 | $25,952 | $78,694-67.0% | $67,652-61.6% | $125,389-79.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.15% | 9.46%-12.6pp | 6625.40%-6628.5pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,562 | $3,044-15.8% | $2,266+13.1% | $4,866-47.3% |
| Participant deferral / active EE | $249 | $4,292-94.2% | $3,560-93.0% | $5,352-95.3% |
| Admin fee / account holder | $888 | $7,403-88.0% | $4,821-81.6% | $9,541-90.7% |