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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 | $17,726 | $95,915-81.5% | $79,580-77.7% | $134,532-86.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.81% | -2.71%-10.1pp | 0.15%-13.0pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,210 | $3,129-29.4% | $2,413-8.4% | $4,741-53.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32,746 | $9,132+258.6% | $6,835+379.1% | $11,429+186.5% |