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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 | $8,008 | $82,288-90.3% | $68,794-88.4% | $134,509-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.60% | -2.19%-16.4pp | -6.37%-12.2pp | 418.13%-436.7pp |
| Employer contribution / active EE | $489 | $3,301-85.2% | $2,656-81.6% | $4,741-89.7% |
| Participant deferral / active EE | $969 | $4,738-79.6% | $3,941-75.4% | $6,400-84.9% |
| Admin fee / account holder | $664 | $6,482-89.8% | $4,934-86.5% | $11,427-94.2% |