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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 | $32,332 | $54,355-40.5% | $82,744-60.9% | $68,486-52.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -9.43% | -13.67%+4.2pp | 702.22%-711.6pp | -7.85%-1.6pp |
| Employer contribution / active EE | $3,270 | $2,219+47.4% | $3,008+8.7% | $2,597+25.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,350 | $4,397+453.8% | $5,325+357.3% | $5,404+350.6% |