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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 | $64,304 | $105,867-39.3% | $90,760-29.2% | $134,532-52.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.27% | -10.99%+5.7pp | -12.16%+6.9pp | 418.27%-423.5pp |
| Employer contribution / active EE | $3,000 | $3,464-13.4% | $2,922+2.7% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,750 | $13,936-65.9% | $8,444-43.7% | $11,429-58.4% |