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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 | $41,076 | $54,370-24.5% | $82,763-50.4% | $68,490-40.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.34% | -13.67%-1.7pp | 702.45%-717.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $714 | $2,219-67.8% | $3,008-76.3% | $2,597-72.5% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,132 | $4,398-28.8% | $5,325-41.2% | $5,403-42.0% |