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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 | $50,303 | $95,188-47.2% | $76,518-34.3% | $135,380-62.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.00% | 4.85%-7.9pp | -0.27%-2.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $15,331 | $3,303+364.2% | $2,647+479.1% | $4,779+220.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35,743 | $6,249+472.0% | $4,849+637.2% | $10,828+230.1% |