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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 | $27,994 | $142,409-80.3% | $119,634-76.6% | $134,545-79.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.15% | -12.46%-4.7pp | -14.98%-2.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,165 | $5,224-58.6% | $4,232-48.8% | $4,742-54.3% |
| Participant deferral / active EE | $428 | $6,468-93.4% | $5,601-92.4% | $6,401-93.3% |
| Admin fee / account holder | $602 | $13,594-95.6% | $10,329-94.2% | $11,431-94.7% |