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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 | $37,071 | $54,370-31.8% | $82,763-55.2% | $68,490-45.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.11% | -13.67%-1.4pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,909 | $2,219+31.1% | $3,008-3.3% | $2,597+12.0% |
| Participant deferral / active EE | $367 | $3,247-88.7% | $4,395-91.6% | $4,028-90.9% |
| Admin fee / account holder | $6,633 | $4,398+50.8% | $5,325+24.6% | $5,403+22.8% |