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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 | $17,330 | $82,314-78.9% | $68,808-74.8% | $134,532-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.95% | -2.18%-16.8pp | -6.37%-12.6pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,233 | $3,301-32.3% | $2,656-15.9% | $4,741-52.9% |
| Participant deferral / active EE | $419 | $4,740-91.2% | $3,942-89.4% | $6,401-93.5% |
| Admin fee / account holder | $2,985 | $6,484-54.0% | $4,936-39.5% | $11,429-73.9% |