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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 | $53,186 | $53,1620% | $91,225-41.7% | $68,495-22.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -10.46% | -3.14%-7.3pp | 114.10%-124.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,846 | $1,709+125.0% | $2,851+34.9% | $2,596+48.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $990 | $4,493-78.0% | $5,422-81.7% | $5,403-81.7% |