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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 | $15,597 | $95,917-83.7% | $79,583-80.4% | $134,545-88.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.55% | -2.70%-4.8pp | 0.16%-7.7pp | 418.37%-425.9pp |
| Employer contribution / active EE | $1,910 | $3,129-39.0% | $2,414-20.9% | $4,742-59.7% |
| Participant deferral / active EE | $640 | $4,694-86.4% | $3,986-83.9% | $6,401-90.0% |
| Admin fee / account holder | $563 | $9,132-93.8% | $6,835-91.8% | $11,431-95.1% |