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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 | $27,785 | $75,962-63.4% | $154,111-82.0% | $64,173-56.7% |
| Participation rate | 87.3% | 70.4%+16.9pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | -5.27% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,198 | $3,350-4.5% | $5,298-39.6% | $2,381+34.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $939 | $5,589-83.2% | $13,411-93.0% | $4,887-80.8% |