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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 | $23,375 | $82,324-71.6% | $68,803-66.0% | $134,545-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -5.65% | -2.17%-3.5pp | -6.37%+0.7pp | 418.37%-424.0pp |
| Employer contribution / active EE | $7,462 | $3,302+126.0% | $2,656+181.0% | $4,742+57.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,945 | $6,485+22.5% | $4,936+61.0% | $11,431-30.5% |