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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 | $14,313 | $69,541-79.4% | $59,899-76.1% | $135,380-89.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.21% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.0pp |
| Employer contribution / active EE | $4,347 | $3,236+34.3% | $2,723+59.7% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $988 | $5,737-82.8% | $3,592-72.5% | $10,828-90.9% |