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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 | $27,346 | $82,674-66.9% | $125,381-78.2% | $68,486-60.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,420 | $3,382-28.4% | $4,815-49.7% | $2,597-6.8% |
| Participant deferral / active EE | $1,608 | $6,111-73.7% | $7,448-78.4% | $4,028-60.1% |
| Admin fee / account holder | $2,437 | $6,277-61.2% | $10,007-75.6% | $5,404-54.9% |