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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 | $19,841 | $49,177-59.7% | $79,467-75.0% | $64,173-69.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.69% | -1.16%-2.5pp | 718.30%-722.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $815 | $2,076-60.7% | $2,800-70.9% | $2,381-65.8% |
| Participant deferral / active EE | $691 | $2,821-75.5% | $3,704-81.3% | $3,470-80.1% |
| Admin fee / account holder | $2,159 | $3,839-43.8% | $5,104-57.7% | $4,887-55.8% |