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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 | $44,750 | $72,404-38.2% | $110,243-59.4% | $64,173-30.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.24% | -6.29%+1.1pp | 314.76%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,498 | $2,282+141.0% | $3,827+43.7% | $2,381+130.9% |
| Participant deferral / active EE | $354 | $3,469-89.8% | $4,672-92.4% | $3,470-89.8% |
| Admin fee / account holder | $4,031 | $5,664-28.8% | $8,548-52.8% | $4,887-17.5% |