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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 | $36,101 | $75,962-52.5% | $154,108-76.6% | $64,173-43.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.82% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,425 | $3,350+2.2% | $5,298-35.3% | $2,381+43.9% |
| Participant deferral / active EE | $869 | $3,175-72.6% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $1,857 | $5,589-66.8% | $13,411-86.2% | $4,887-62.0% |