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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 | $16,751 | $37,463-55.3% | $77,096-78.3% | $66,938-75.0% |
| Participation rate | 99.0% | 52.9%+46.1pp | 67.9%+31.1pp | 69.8%+29.2pp |
| Annual return | -15.75% | -3.25%-12.5pp | 42.35%-58.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,136 | $1,535-26.0% | $2,814-59.6% | $2,545-55.4% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $858 | $568+51.0% | $5,428-84.2% | $594+44.5% |