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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 | $12,474 | $73,863-83.1% | $143,797-91.3% | $68,490-81.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.30% | 0.91%-12.2pp | -0.04%-11.3pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,659 | $3,185-47.9% | $4,952-66.5% | $2,597-36.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $465 | $5,756-91.9% | $14,679-96.8% | $5,403-91.4% |