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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 | $40,378 | $167,503-75.9% | $151,627-73.4% | $134,493-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.22% | 7.80%-24.0pp | 3.33%-19.5pp | 418.01%-434.2pp |
| Employer contribution / active EE | $2,165 | $6,829-68.3% | $6,166-64.9% | $4,740-54.3% |
| Participant deferral / active EE | $1,615 | $8,985-82.0% | $8,363-80.7% | $6,400-74.8% |
| Admin fee / account holder | $6,238 | $13,777-54.7% | $11,612-46.3% | $11,425-45.4% |