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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 | $28,095 | $100,811-72.1% | $86,698-67.6% | $134,545-79.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.06% | 29.11%-35.2pp | 35.96%-42.0pp | 418.37%-424.4pp |
| Employer contribution / active EE | $13,440 | $3,490+285.1% | $2,837+373.8% | $4,742+183.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $396 | $10,926-96.4% | $7,492-94.7% | $11,431-96.5% |