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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 | $31,279 | $95,915-67.4% | $79,580-60.7% | $134,532-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.79% | -2.71%-11.1pp | 0.15%-13.9pp | 418.27%-432.1pp |
| Employer contribution / active EE | $11,526 | $3,129+268.4% | $2,413+377.6% | $4,741+143.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $312 | $9,132-96.6% | $6,835-95.4% | $11,429-97.3% |