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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 | $22,811 | $77,816-70.7% | $123,549-81.5% | $64,181-64.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.76% | 12.49%-16.2pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,303 | $3,014+42.8% | $4,628-7.0% | $2,381+80.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $597 | $5,519-89.2% | $9,284-93.6% | $4,887-87.8% |