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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 | $15,906 | $54,370-70.7% | $82,763-80.8% | $68,490-76.8% |
| Participation rate | 92.5% | 63.9%+28.6pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | -14.86% | -13.67%-1.2pp | 702.45%-717.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $927 | $2,219-58.2% | $3,008-69.2% | $2,597-64.3% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $844 | $4,398-80.8% | $5,325-84.2% | $5,403-84.4% |