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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 | $29,880 | $92,219-67.6% | $76,768-61.1% | $135,379-77.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -8.28% | 5.46%-13.7pp | 2.43%-10.7pp | 519.79%-528.1pp |
| Employer contribution / active EE | $6,176 | $3,216+92.0% | $2,485+148.5% | $4,779+29.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,226 | $10,749-60.7% | $6,675-36.7% | $10,828-61.0% |