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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 | $28,596 | $142,392-79.9% | $119,622-76.1% | $134,532-78.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.35% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,320 | $5,224-74.7% | $4,232-68.8% | $4,741-72.1% |
| Participant deferral / active EE | $1,907 | $6,467-70.5% | $5,601-65.9% | $6,401-70.2% |
| Admin fee / account holder | $7,852 | $13,593-42.2% | $10,328-24.0% | $11,429-31.3% |