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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 | $40,475 | $76,912-47.4% | $129,118-68.7% | $68,486-40.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -6.74% | -9.78%+3.0pp | -10.94%+4.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $1,273 | $3,243-60.8% | $5,051-74.8% | $2,597-51.0% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,099 | $6,638-83.4% | $14,305-92.3% | $5,404-79.7% |