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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 | $98,408 | $105,861-7.0% | $90,756+8.4% | $134,509-26.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.43% | -10.99%-5.4pp | -12.16%-4.3pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,450 | $3,463-58.1% | $2,922-50.4% | $4,741-69.4% |
| Participant deferral / active EE | $1,316 | $5,217-74.8% | $4,565-71.2% | $6,400-79.4% |
| Admin fee / account holder | $1,561 | $13,938-88.8% | $8,445-81.5% | $11,427-86.3% |