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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 | $20,603 | $82,674-75.1% | $125,381-83.6% | $68,486-69.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $999 | $3,382-70.5% | $4,815-79.3% | $2,597-61.5% |
| Participant deferral / active EE | $2,188 | $6,111-64.2% | $7,448-70.6% | $4,028-45.7% |
| Admin fee / account holder | $1,373 | $6,277-78.1% | $10,007-86.3% | $5,404-74.6% |