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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 | $30,007 | $95,915-68.7% | $79,580-62.3% | $134,532-77.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -10.45% | -2.71%-7.7pp | 0.15%-10.6pp | 418.27%-428.7pp |
| Employer contribution / active EE | $1,426 | $3,129-54.4% | $2,413-40.9% | $4,741-69.9% |
| Participant deferral / active EE | $870 | $4,693-81.5% | $3,985-78.2% | $6,401-86.4% |
| Admin fee / account holder | $57,755 | $9,132+532.5% | $6,835+745.0% | $11,429+405.4% |