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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 | $64,989 | $105,861-38.6% | $90,756-28.4% | $134,509-51.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.10% | -10.99%-8.1pp | -12.16%-6.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $5,000 | $3,463+44.4% | $2,922+71.1% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $776 | $13,938-94.4% | $8,445-90.8% | $11,427-93.2% |