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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 | $30,656 | $105,867-71.0% | $90,760-66.2% | $134,532-77.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.94% | -10.99%-6.0pp | -12.16%-4.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,809 | $3,464+183.2% | $2,922+235.7% | $4,741+106.9% |
| Participant deferral / active EE | $1,410 | $5,217-73.0% | $4,565-69.1% | $6,401-78.0% |
| Admin fee / account holder | $797 | $13,936-94.3% | $8,444-90.6% | $11,429-93.0% |