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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 | $66,278 | $100,805-34.3% | $86,698-23.6% | $134,532-50.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.16% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,164 | $3,490-66.6% | $2,837-59.0% | $4,741-75.4% |
| Participant deferral / active EE | $486 | $5,339-90.9% | $4,656-89.6% | $6,401-92.4% |
| Admin fee / account holder | $2,423 | $10,925-77.8% | $7,493-67.7% | $11,429-78.8% |