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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 | $52,456 | $85,790-38.9% | $67,313-22.1% | $135,380-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.97% | -0.54%+6.5pp | -4.08%+10.0pp | 519.81%-513.8pp |
| Employer contribution / active EE | $1,807 | $3,487-48.2% | $2,566-29.6% | $4,779-62.2% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,788 | $6,392+6.2% | $4,507+50.6% | $10,828-37.3% |