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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 | $59,964 | $54,355+10.3% | $82,744-27.5% | $68,486-12.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.12% | -13.67%-5.5pp | 702.22%-721.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,197 | $2,219-46.0% | $3,008-60.2% | $2,597-53.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29,730 | $4,397+576.2% | $5,325+458.3% | $5,404+450.2% |