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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 | $40,602 | $95,975-57.7% | $74,549-45.5% | $135,379-70.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.45% | 56.96%-64.4pp | 32.53%-40.0pp | 519.79%-527.2pp |
| Employer contribution / active EE | $8,320 | $2,716+206.3% | $1,961+324.3% | $4,779+74.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $412 | $6,522-93.7% | $5,059-91.9% | $10,828-96.2% |