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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 | $35,526 | $85,790-58.6% | $67,313-47.2% | $135,380-73.8% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.1%+25.7pp | 82.6%+12.1pp |
| Annual return | -2.28% | -0.54%-1.7pp | -4.08%+1.8pp | 519.81%-522.1pp |
| Employer contribution / active EE | $6,416 | $3,487+84.0% | $2,566+150.1% | $4,779+34.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,188 | $6,392-3.2% | $4,507+37.3% | $10,828-42.9% |