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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 | $68,163 | $27,632+146.7% | $61,452+10.9% | $68,486-0.5% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -14.68% | -13.24%-1.4pp | 338.96%-353.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,373 | $696+241.1% | $1,160+104.7% | $2,597-8.6% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $491 | $2,010-75.6% | $2,131-77.0% | $5,404-90.9% |