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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 | $20,273 | $45,872-55.8% | $77,027-73.7% | $68,498-70.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -11.62% | 1.73%-13.3pp | 42.32%-53.9pp | -7.84%-3.8pp |
| Employer contribution / active EE | $7,213 | $1,650+337.3% | $2,813+156.5% | $2,596+177.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,427-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,208 | $3,041+5.5% | $5,425-40.9% | $5,403-40.6% |