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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 | $32,431 | $82,630-60.8% | $64,105-49.4% | $125,388-74.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 68.2%+18.5pp | 83.2%+3.5pp |
| Annual return | -0.40% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $400 | $3,608-88.9% | $2,822-85.8% | $5,352-92.5% |
| Admin fee / account holder | $483 | $6,382-92.4% | $4,499-89.3% | $9,541-94.9% |