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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 | $21,333 | $49,177-56.6% | $79,466-73.2% | $64,173-66.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.6%+26.7pp |
| Annual return | -6.81% | -1.16%-5.7pp | 718.28%-725.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,518 | $2,076+69.4% | $2,800+25.6% | $2,381+47.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $897 | $3,839-76.6% | $5,104-82.4% | $4,887-81.6% |