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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 | $33,810 | $67,352-49.8% | $60,899-44.5% | $134,509-74.9% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.1%+18.2pp | 81.2%+10.1pp |
| Annual return | -12.96% | 49.99%-63.0pp | 16.92%-29.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,284 | $3,098-58.6% | $2,702-52.5% | $4,741-72.9% |
| Participant deferral / active EE | $840 | $4,539-81.5% | $3,817-78.0% | $6,400-86.9% |
| Admin fee / account holder | $362 | $4,585-92.1% | $3,225-88.8% | $11,427-96.8% |