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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 | $21,369 | $67,340-68.3% | $60,888-64.9% | $134,493-84.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -17.11% | 49.97%-67.1pp | 16.91%-34.0pp | 418.01%-435.1pp |
| Employer contribution / active EE | $2,442 | $3,096-21.1% | $2,702-9.6% | $4,740-48.5% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,413 | $4,583+61.7% | $3,225+129.8% | $11,425-35.1% |