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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 | $136,979 | $167,353-18.1% | $143,797-4.7% | $134,545+1.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -11.12% | 0.48%-11.6pp | -0.04%-11.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,202 | $5,620-60.8% | $4,952-55.5% | $4,742-53.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,057 | $18,096-88.6% | $14,679-86.0% | $11,431-82.0% |