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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 | $14,858 | $75,962-80.4% | $154,108-90.4% | $64,173-76.8% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | -3.09% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,305 | $3,350-1.3% | $5,298-37.6% | $2,381+38.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,108 | $5,589-62.3% | $13,411-84.3% | $4,887-56.9% |