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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 | $22,723 | $82,314-72.4% | $68,808-67.0% | $134,532-83.1% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.0%+25.4pp | 81.2%+13.2pp |
| Annual return | -4.08% | -2.18%-1.9pp | -6.37%+2.3pp | 418.27%-422.3pp |
| Employer contribution / active EE | $12,764 | $3,301+286.7% | $2,656+380.6% | $4,741+169.2% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $416 | $6,484-93.6% | $4,936-91.6% | $11,429-96.4% |