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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 | $25,205 | $85,790-70.6% | $67,313-62.6% | $135,380-81.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -6.26% | -0.54%-5.7pp | -4.08%-2.2pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,474 | $3,487-57.7% | $2,566-42.5% | $4,779-69.2% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $408 | $6,392-93.6% | $4,507-91.0% | $10,828-96.2% |