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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 | $30,614 | $30,732-0.4% | $59,496-48.5% | $59,633-48.7% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -1.75% | 4.47%-6.2pp | 182.05%-183.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,056 | $631+384.4% | $1,153+165.0% | $2,203+38.7% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,417 | $2,136+387.6% | $2,232+366.6% | $4,297+142.4% |