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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 | $15,305 | $54,355-71.8% | $82,744-81.5% | $68,486-77.7% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -16.50% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,675 | $2,219+20.6% | $3,008-11.1% | $2,597+3.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,731 | $4,397-15.1% | $5,325-29.9% | $5,404-31.0% |