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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 | $48,635 | $42,914+13.3% | $60,888-20.1% | $68,498-29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.21% | -13.99%-1.2pp | 16.91%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,979 | $1,979+303.2% | $2,702+195.3% | $2,596+207.3% |
| Participant deferral / active EE | $0 | $2,868-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,030 | $3,102+191.1% | $3,225+180.0% | $5,403+67.1% |