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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 | $26,531 | $54,370-51.2% | $82,763-67.9% | $68,490-61.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.96% | -13.67%+1.7pp | 702.45%-714.4pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,745 | $2,219-21.3% | $3,008-42.0% | $2,597-32.8% |
| Participant deferral / active EE | $277 | $3,247-91.5% | $4,395-93.7% | $4,028-93.1% |
| Admin fee / account holder | $7,113 | $4,398+61.7% | $5,325+33.6% | $5,403+31.6% |