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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 | $12,731 | $99,668-87.2% | $86,451-85.3% | $134,545-90.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.76% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,225 | $4,403-72.2% | $3,770-67.5% | $4,742-74.2% |
| Participant deferral / active EE | $1,642 | $7,249-77.3% | $6,953-76.4% | $6,401-74.4% |
| Admin fee / account holder | $1,640 | $8,377-80.4% | $6,734-75.7% | $11,431-85.7% |