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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 | $67,665 | $105,866-36.1% | $90,766-25.5% | $134,545-49.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.25% | -10.99%-6.3pp | -12.16%-5.1pp | 418.37%-435.6pp |
| Employer contribution / active EE | $6,522 | $3,464+88.3% | $2,922+123.2% | $4,742+37.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,284 | $13,938-83.6% | $8,446-73.0% | $11,431-80.0% |