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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 | $31,458 | $167,533-81.2% | $151,645-79.3% | $134,545-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | 7.81%-25.5pp | 3.34%-21.0pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,847 | $6,828-43.7% | $6,165-37.6% | $4,742-18.9% |
| Participant deferral / active EE | $1,114 | $8,985-87.6% | $8,363-86.7% | $6,401-82.6% |
| Admin fee / account holder | $5,254 | $13,781-61.9% | $11,614-54.8% | $11,431-54.0% |