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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 | $81,025 | $100,805-19.6% | $86,698-6.5% | $134,532-39.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.21% | 29.09%-36.3pp | 35.95%-43.2pp | 418.27%-425.5pp |
| Employer contribution / active EE | $5,000 | $3,490+43.3% | $2,837+76.3% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $708 | $10,925-93.5% | $7,493-90.5% | $11,429-93.8% |