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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 | $40,248 | $49,177-18.2% | $79,467-49.4% | $64,173-37.3% |
| Participation rate | 97.8% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.2pp |
| Annual return | -7.52% | -1.16%-6.4pp | 718.30%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,357 | $2,076+206.2% | $2,800+127.0% | $2,381+167.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,151 | $3,839-70.0% | $5,104-77.4% | $4,887-76.4% |