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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 | $22,155 | $133,983-83.5% | $112,244-80.3% | $134,493-83.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.32% | 47.13%-57.5pp | 27.46%-37.8pp | 418.01%-428.3pp |
| Employer contribution / active EE | $1,308 | $4,039-67.6% | $3,635-64.0% | $4,740-72.4% |
| Participant deferral / active EE | $1,248 | $5,291-76.4% | $4,728-73.6% | $6,400-80.5% |
| Admin fee / account holder | $5,148 | $7,490-31.3% | $6,411-19.7% | $11,425-54.9% |