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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 | $44,174 | $90,467-51.2% | $93,759-52.9% | $134,509-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -12.81% | -15.72%+2.9pp | -11.33%-1.5pp | 418.13%-430.9pp |
| Employer contribution / active EE | $6,479 | $4,345+49.1% | $4,324+49.8% | $4,741+36.7% |
| Participant deferral / active EE | $2,099 | $5,980-64.9% | $6,096-65.6% | $6,400-67.2% |
| Admin fee / account holder | $25,497 | $9,258+175.4% | $7,197+254.2% | $11,427+123.1% |