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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 | $24,368 | $54,355-55.2% | $82,744-70.6% | $68,486-64.4% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -10.20% | -13.67%+3.5pp | 702.22%-712.4pp | -7.85%-2.3pp |
| Employer contribution / active EE | $3,105 | $2,219+39.9% | $3,008+3.2% | $2,597+19.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $604 | $4,397-86.3% | $5,325-88.7% | $5,404-88.8% |