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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 | $90,617-80.5% | $79,476-77.7% | $135,382-86.9% |
| Participation rate | 95.7% | 76.1%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -6.96% | 977.57%-984.5pp | 718.21%-725.2pp | 519.77%-526.7pp |
| 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 | $5,907-57.9% | $5,113-51.4% | $10,829-77.0% |