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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 | $24,420 | $167,362-85.4% | $143,799-83.0% | $134,532-81.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.46% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,870 | $5,620-31.1% | $4,952-21.8% | $4,741-18.4% |
| Participant deferral / active EE | $1,790 | $6,447-72.2% | $5,638-68.2% | $6,401-72.0% |
| Admin fee / account holder | $9,141 | $18,094-49.5% | $14,677-37.7% | $11,429-20.0% |