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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 | $68,612 | $69,518-1.3% | $59,887+14.6% | $135,379-49.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.34% | 7.95%-9.3pp | 3.46%-4.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $518 | $4,204-87.7% | $3,402-84.8% | $5,609-90.8% |
| Admin fee / account holder | $7,538 | $5,734+31.4% | $3,591+109.9% | $10,828-30.4% |