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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 | $21,123 | $105,866-80.0% | $90,766-76.7% | $134,545-84.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.87% | -10.99%-0.9pp | -12.16%+0.3pp | 418.37%-430.2pp |
| Employer contribution / active EE | $6,702 | $3,464+93.5% | $2,922+129.4% | $4,742+41.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $748 | $13,938-94.6% | $8,446-91.1% | $11,431-93.5% |