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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 | $15,956 | $44,850-64.4% | $60,547-73.6% | $59,633-73.2% |
| Participation rate | 84.0% | 59.5%+24.5pp | 68.0%+16.0pp | 68.7%+15.3pp |
| Annual return | -2.01% | 1074.14%-1076.2pp | 335.64%-337.7pp | 2041.47%-2043.5pp |
| Employer contribution / active EE | $1,451 | $1,462-0.7% | $2,419-40.0% | $2,203-34.1% |
| Participant deferral / active EE | $557 | $2,230-75.0% | $3,328-83.3% | $3,192-82.5% |
| Admin fee / account holder | $1,029 | $3,635-71.7% | $4,536-77.3% | $4,297-76.0% |