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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 | $32,166 | $82,678-61.1% | $125,391-74.3% | $68,490-53.0% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,691 | $3,382+68.3% | $4,816+18.2% | $2,597+119.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $953 | $6,277-84.8% | $10,009-90.5% | $5,403-82.4% |