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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 | $20,800 | $95,188-78.1% | $76,518-72.8% | $135,380-84.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 4.85%-12.1pp | -0.27%-7.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $5,751 | $3,303+74.1% | $2,647+117.2% | $4,779+20.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,987 | $6,249-52.2% | $4,849-38.4% | $10,828-72.4% |