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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 | $40,023 | $56,339-29.0% | $104,301-61.6% | $68,486-41.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.57% | -9.19%-5.4pp | 24.61%-39.2pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,167 | $1,960+112.6% | $3,373+23.5% | $2,597+60.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $530 | $4,902-89.2% | $7,340-92.8% | $5,404-90.2% |