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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 | $34,222 | $129,960-73.7% | $104,299-67.2% | $134,545-74.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.71% | 42.06%-56.8pp | 24.62%-39.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $1,139 | $4,186-72.8% | $3,373-66.2% | $4,742-76.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $862 | $9,324-90.8% | $7,339-88.3% | $11,431-92.5% |