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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 | $80,822 | $133,981-39.7% | $112,249-28.0% | $134,532-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.29% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,815 | $4,040-30.3% | $3,636-22.6% | $4,741-40.6% |
| Participant deferral / active EE | $1,065 | $5,292-79.9% | $4,729-77.5% | $6,401-83.4% |
| Admin fee / account holder | $2,238 | $7,492-70.1% | $6,412-65.1% | $11,429-80.4% |