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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 | $14,905 | $65,125-77.1% | $143,797-89.6% | $66,949-77.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -8.26% | -11.13%+2.9pp | -0.04%-8.2pp | 1.57%-9.8pp |
| Employer contribution / active EE | $3,429 | $2,362+45.2% | $4,952-30.8% | $2,545+34.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $521 | $503+3.7% | $14,679-96.4% | $594-12.2% |