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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 | $66,143 | $131,835-49.8% | $108,582-39.1% | $273,972-75.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | -91.57%+99.8pp | -51.70%+60.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,222 | $4,913-54.8% | $3,758-40.9% | $4,869-54.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,401 | $10,253-76.6% | $7,645-68.6% | $10,133-76.3% |