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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 | $10,778 | $73,848-85.4% | $143,799-92.5% | $68,486-84.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.08% | 0.91%-10.0pp | -0.04%-9.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $1,424 | $3,184-55.3% | $4,952-71.2% | $2,597-45.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $335 | $5,755-94.2% | $14,677-97.7% | $5,404-93.8% |