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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 | $25,297 | $95,917-73.6% | $79,583-68.2% | $134,545-81.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.10% | -2.70%-12.4pp | 0.16%-15.3pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,500 | $3,129-20.1% | $2,414+3.6% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $857 | $9,132-90.6% | $6,835-87.5% | $11,431-92.5% |