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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 | $25,077 | $64,716-61.3% | $112,258-77.7% | $68,495-63.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -8.17% | -11.40%+3.2pp | 27.47%-35.6pp | -7.84%-0.3pp |
| Employer contribution / active EE | $3,104 | $2,746+13.0% | $3,636-14.6% | $2,596+19.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $844 | $5,232-83.9% | $6,411-86.8% | $5,403-84.4% |