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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 | $35,177 | $95,895-63.3% | $79,576-55.8% | $134,509-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.13% | -2.72%-9.4pp | 0.15%-12.3pp | 418.13%-430.3pp |
| Employer contribution / active EE | $2,273 | $3,128-27.3% | $2,413-5.8% | $4,741-52.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,715 | $9,129+72.1% | $6,834+130.0% | $11,427+37.5% |