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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 | $60,652 | $95,917-36.8% | $79,583-23.8% | $134,545-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.69% | -2.70%-10.0pp | 0.16%-12.9pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,414+107.2% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $778 | $9,132-91.5% | $6,835-88.6% | $11,431-93.2% |