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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 | $51,229 | $167,353-69.4% | $143,797-64.4% | $134,545-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | 0.48%-18.2pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,611 | $5,620-35.8% | $4,952-27.1% | $4,742-23.8% |
| Participant deferral / active EE | $1,841 | $6,447-71.4% | $5,638-67.4% | $6,401-71.2% |
| Admin fee / account holder | $3,244 | $18,096-82.1% | $14,679-77.9% | $11,431-71.6% |