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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 | $15,371 | $75,962-79.8% | $154,111-90.0% | $64,173-76.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | -4.58% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,050 | $3,350-8.9% | $5,298-42.4% | $2,381+28.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,622 | $5,589+0.6% | $13,411-58.1% | $4,887+15.0% |