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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 | $42,884 | $97,881-56.2% | $80,004-46.4% | $125,389-65.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.12% | 9.36%-11.5pp | 7.63%-9.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,054 | $3,128-66.3% | $2,473-57.4% | $4,866-78.4% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $284,411 | $6,278+4430.5% | $5,033+5550.4% | $9,541+2881.0% |