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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 | $66,986 | $72,177-7.2% | $115,038-41.8% | $59,633+12.3% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -1.00% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $958 | $4,783-80.0% | $6,026-84.1% | $3,192-70.0% |
| Admin fee / account holder | $13,116 | $4,927+166.2% | $8,175+60.4% | $4,297+205.2% |