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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 | $13,394 | $75,959-82.4% | $154,114-91.3% | $64,181-79.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.34% | 30.32%-36.7pp | 735.16%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,665 | $3,350-50.3% | $5,298-68.6% | $2,381-30.1% |
| Participant deferral / active EE | $141 | $3,175-95.6% | $5,081-97.2% | $3,470-95.9% |
| Admin fee / account holder | $1,203 | $5,589-78.5% | $13,411-91.0% | $4,887-75.4% |