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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 | $20,906 | $73,848-71.7% | $143,799-85.5% | $68,486-69.5% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -13.91% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,027 | $3,184-36.3% | $4,952-59.1% | $2,597-21.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,385 | $5,755-75.9% | $14,677-90.6% | $5,404-74.4% |