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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 | $35,560 | $53,546-33.6% | $69,884-49.1% | $68,486-48.1% |
| Participation rate | 98.8% | 64.5%+34.3pp | 70.5%+28.3pp | 67.9%+30.9pp |
| Annual return | -15.80% | -13.87%-1.9pp | 190.81%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,381 | $2,019+17.9% | $2,560-7.0% | $2,597-8.3% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,643 | $4,693-43.7% | $6,266-57.8% | $5,404-51.1% |