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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 | $54,431 | $75,962-28.3% | $154,111-64.7% | $64,173-15.2% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -6.71% | 30.32%-37.0pp | 735.18%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,187 | $3,350-64.6% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $630 | $5,589-88.7% | $13,411-95.3% | $4,887-87.1% |