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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 | $44,869 | $82,678-45.7% | $125,391-64.2% | $68,490-34.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -5.36% | -5.97%+0.6pp | 572.41%-577.8pp | -7.85%+2.5pp |
| Employer contribution / active EE | $2,550 | $3,382-24.6% | $4,816-47.1% | $2,597-1.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,055 | $6,277-83.2% | $10,009-89.5% | $5,403-80.5% |