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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 | $32,238 | $95,915-66.4% | $79,580-59.5% | $134,532-76.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -8.04% | -2.71%-5.3pp | 0.15%-8.2pp | 418.27%-426.3pp |
| Employer contribution / active EE | $1,851 | $3,129-40.8% | $2,413-23.3% | $4,741-61.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,073 | $9,132-88.3% | $6,835-84.3% | $11,429-90.6% |