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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 | $18,596 | $45,872-59.5% | $77,100-75.9% | $68,490-72.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -5.37% | 1.73%-7.1pp | 42.35%-47.7pp | -7.85%+2.5pp |
| Employer contribution / active EE | $6,676 | $1,650+304.7% | $2,815+137.2% | $2,597+157.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,297 | $3,041-57.4% | $5,443-76.2% | $5,403-76.0% |