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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 | $8,403 | $82,288-89.8% | $68,794-87.8% | $134,509-93.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.27% | -2.19%-12.1pp | -6.37%-7.9pp | 418.13%-432.4pp |
| Employer contribution / active EE | $1,856 | $3,301-43.8% | $2,656-30.1% | $4,741-60.8% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,144 | $6,482-5.2% | $4,934+24.5% | $11,427-46.2% |