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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 | $17,715 | $90,607-80.4% | $79,467-77.7% | $135,380-86.9% |
| Participation rate | 95.7% | 76.0%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -6.96% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $3,259 | $3,068+6.2% | $2,800+16.4% | $4,779-31.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,487 | $5,895-57.8% | $5,104-51.3% | $10,828-77.0% |