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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 | $23,050 | $39,798-42.1% | $67,704-66.0% | $59,633-61.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.74% | 89.94%-92.7pp | 25.41%-28.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $781 | $1,393-43.9% | $2,559-69.5% | $2,203-64.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $351 | $3,212-89.1% | $4,255-91.8% | $4,297-91.8% |