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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 | $24,159 | $53,546-54.9% | $69,890-65.4% | $68,490-64.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -1.06% | -13.87%+12.8pp | 190.84%-191.9pp | -7.85%+6.8pp |
| Employer contribution / active EE | $1,658 | $2,019-17.9% | $2,560-35.2% | $2,597-36.2% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,574 | $4,693-45.1% | $6,267-58.9% | $5,403-52.4% |