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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 | $62,830 | $27,639+127.3% | $61,501+2.2% | $68,490-8.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | 6.48% | -13.19%+19.7pp | 339.04%-332.6pp | -7.85%+14.3pp |
| Employer contribution / active EE | $1,389 | $696+99.6% | $1,160+19.8% | $2,597-46.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,765 | $2,012+87.1% | $2,132+76.6% | $5,403-30.3% |