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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 | $60,465 | $82,324-26.6% | $68,803-12.1% | $134,545-55.1% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.0%+25.7pp | 81.2%+13.5pp |
| Annual return | -13.05% | -2.17%-10.9pp | -6.37%-6.7pp | 418.37%-431.4pp |
| Employer contribution / active EE | $4,057 | $3,302+22.9% | $2,656+52.8% | $4,742-14.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $945 | $6,485-85.4% | $4,936-80.9% | $11,431-91.7% |