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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 | $20,329 | $49,177-58.7% | $79,467-74.4% | $64,173-68.3% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | -7.01% | -1.16%-5.9pp | 718.30%-725.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,772 | $2,076-14.7% | $2,800-36.7% | $2,381-25.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $758 | $3,839-80.2% | $5,104-85.1% | $4,887-84.5% |