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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 | $16,418 | $54,357-69.8% | $82,706-80.1% | $68,495-76.0% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -17.18% | -13.67%-3.5pp | 701.76%-718.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $821 | $2,218-63.0% | $3,007-72.7% | $2,596-68.4% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,018 | $4,396+59.6% | $5,329+31.7% | $5,403+29.9% |