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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 | $22,973 | $82,674-72.2% | $125,381-81.7% | $68,486-66.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.51% | -5.97%+0.5pp | 572.31%-577.8pp | -7.85%+2.3pp |
| Employer contribution / active EE | $4,626 | $3,382+36.8% | $4,815-3.9% | $2,597+78.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,220 | $6,277-80.6% | $10,007-87.8% | $5,404-77.4% |