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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 | $45,194 | $54,353-16.9% | $82,726-45.4% | $68,498-34.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.46% | -13.67%-0.8pp | 701.33%-715.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,692 | $2,218+246.8% | $3,009+155.6% | $2,596+196.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,687 | $4,396-16.1% | $5,328-30.8% | $5,403-31.8% |