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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 | $44,043 | $133,981-67.1% | $112,249-60.8% | $134,532-67.3% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-4.0pp |
| Annual return | -14.59% | 47.16%-61.8pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $940 | $4,040-76.7% | $3,636-74.1% | $4,741-80.2% |
| Participant deferral / active EE | $501 | $5,292-90.5% | $4,729-89.4% | $6,401-92.2% |
| Admin fee / account holder | $500 | $7,492-93.3% | $6,412-92.2% | $11,429-95.6% |