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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 | $21,904 | $100,811-78.3% | $86,698-74.7% | $134,545-83.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.46% | 29.11%-40.6pp | 35.96%-47.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $4,847 | $3,490+38.9% | $2,837+70.9% | $4,742+2.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,384 | $10,926-87.3% | $7,492-81.5% | $11,431-87.9% |