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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 | $26,460 | $105,866-75.0% | $90,766-70.8% | $134,545-80.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.23% | -10.99%+6.8pp | -12.16%+7.9pp | 418.37%-422.6pp |
| Employer contribution / active EE | $1,898 | $3,464-45.2% | $2,922-35.0% | $4,742-60.0% |
| Participant deferral / active EE | $1,270 | $5,217-75.7% | $4,565-72.2% | $6,401-80.2% |
| Admin fee / account holder | $2,056 | $13,938-85.2% | $8,446-75.7% | $11,431-82.0% |