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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 | $25,154 | $67,352-62.7% | $60,899-58.7% | $134,509-81.3% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.1%+21.6pp | 81.2%+13.5pp |
| Annual return | -15.33% | 49.99%-65.3pp | 16.92%-32.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $1,950 | $3,098-37.0% | $2,702-27.8% | $4,741-58.9% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $469 | $4,585-89.8% | $3,225-85.5% | $11,427-95.9% |