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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 | $55,889 | $142,409-60.8% | $119,634-53.3% | $134,545-58.5% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.97% | -12.46%-5.5pp | -14.98%-3.0pp | 418.37%-436.3pp |
| Employer contribution / active EE | $10,844 | $5,224+107.6% | $4,232+156.2% | $4,742+128.7% |
| Participant deferral / active EE | $1,471 | $6,468-77.3% | $5,601-73.7% | $6,401-77.0% |
| Admin fee / account holder | $2,337 | $13,594-82.8% | $10,329-77.4% | $11,431-79.6% |