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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 | $24,040 | $97,020-75.2% | $83,327-71.1% | $135,380-82.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.36% | 12.31%-15.7pp | 10.64%-14.0pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,496 | $4,144-39.8% | $3,379-26.1% | $4,779-47.8% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,502 | $8,426-34.7% | $7,540-27.0% | $10,828-49.2% |