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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 | $35,527 | $82,678-57.0% | $125,391-71.7% | $68,490-48.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -1.73% | -5.97%+4.2pp | 572.41%-574.1pp | -7.85%+6.1pp |
| Employer contribution / active EE | $5,649 | $3,382+67.0% | $4,816+17.3% | $2,597+117.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,728 | $6,277-72.5% | $10,009-82.7% | $5,403-68.0% |