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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 | $30,974 | $51,226-39.5% | $82,744-62.6% | $66,938-53.7% |
| Participation rate | 99.1% | 67.9%+31.2pp | 72.6%+26.5pp | 69.8%+29.2pp |
| Annual return | -15.28% | -9.61%-5.7pp | 702.22%-717.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,590 | $2,612-0.9% | $3,008-13.9% | $2,545+1.8% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,473 | $416+254.4% | $5,325-72.3% | $594+148.1% |