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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 | $56,206 | $95,917-41.4% | $79,583-29.4% | $134,545-58.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.67% | -2.70%-10.0pp | 0.16%-12.8pp | 418.37%-431.0pp |
| Employer contribution / active EE | $4,762 | $3,129+52.2% | $2,414+97.3% | $4,742+0.4% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,417 | $9,132+25.0% | $6,835+67.0% | $11,431-0.1% |