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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 | $73,632 | $167,352-56.0% | $143,788-48.8% | $134,509-45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.72% | 0.47%-5.2pp | -0.03%-4.7pp | 418.13%-422.9pp |
| Employer contribution / active EE | $1,440 | $5,620-74.4% | $4,952-70.9% | $4,741-69.6% |
| Participant deferral / active EE | $1,957 | $6,447-69.6% | $5,638-65.3% | $6,400-69.4% |
| Admin fee / account holder | $5,222 | $18,091-71.1% | $14,675-64.4% | $11,427-54.3% |