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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 | $47,575 | $82,314-42.2% | $68,808-30.9% | $134,532-64.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.18%-15.3pp | -6.37%-11.1pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,738 | $3,301-17.1% | $2,656+3.1% | $4,741-42.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $684 | $6,484-89.5% | $4,936-86.1% | $11,429-94.0% |