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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 | $12,549 | $42,917-70.8% | $60,899-79.4% | $68,495-81.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.22% | -13.99%+0.8pp | 16.92%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,879 | $1,979+45.5% | $2,702+6.6% | $2,596+10.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $863 | $3,102-72.2% | $3,225-73.2% | $5,403-84.0% |