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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 | $28,115 | $69,012-59.3% | $160,037-82.4% | $68,490-59.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.39% | -9.65%-3.7pp | 408.95%-422.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $3,407 | $2,212+54.0% | $4,226-19.4% | $2,597+31.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,663 | $4,798-44.5% | $8,716-69.4% | $5,403-50.7% |