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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 | $39,337 | $82,678-52.4% | $125,391-68.6% | $68,490-42.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.27% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $8,773 | $3,382+159.4% | $4,816+82.2% | $2,597+237.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $426 | $6,277-93.2% | $10,009-95.7% | $5,403-92.1% |