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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 | $20,204 | $48,274-58.1% | $63,244-68.1% | $59,633-66.1% |
| Participation rate | 97.1% | 66.3%+30.7pp | 71.0%+26.0pp | 68.7%+28.4pp |
| Annual return | -2.18% | -240.79%+238.6pp | -70.31%+68.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,941 | $1,586+85.4% | $2,322+26.7% | $2,203+33.5% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,296 | $3,600-64.0% | $5,893-78.0% | $4,297-69.8% |