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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 | $31,096 | $82,674-62.4% | $125,363-75.2% | $68,495-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.15%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $8,581 | $3,382+153.8% | $4,815+78.2% | $2,596+230.5% |
| Participant deferral / active EE | $2,236 | $6,111-63.4% | $7,447-70.0% | $4,028-44.5% |
| Admin fee / account holder | $759 | $6,276-87.9% | $10,005-92.4% | $5,403-86.0% |