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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 | $38,511 | $49,177-21.7% | $79,467-51.5% | $64,173-40.0% |
| Participation rate | 91.7% | 65.0%+26.6pp | 73.3%+18.3pp | 69.6%+22.1pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,109 | $2,076+194.2% | $2,800+118.2% | $2,381+156.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $637 | $3,839-83.4% | $5,104-87.5% | $4,887-87.0% |