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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 | $25,040 | $57,352-56.3% | $83,831-70.1% | $64,173-61.0% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,098 | $2,546+257.4% | $3,631+150.5% | $2,381+282.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,596 | $4,046-60.6% | $5,479-70.9% | $4,887-67.3% |