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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 | $167,533-75.9% | $151,645-73.4% | $134,545-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.22% | 7.81%-24.0pp | 3.34%-19.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,165 | $6,828-68.3% | $6,165-64.9% | $4,742-54.3% |
| Participant deferral / active EE | $1,615 | $8,985-82.0% | $8,363-80.7% | $6,401-74.8% |
| Admin fee / account holder | $6,238 | $13,781-54.7% | $11,614-46.3% | $11,431-45.4% |