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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 | $133,998-83.5% | $112,263-80.3% | $134,545-83.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.32% | 47.17%-57.5pp | 27.49%-37.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,308 | $4,040-67.6% | $3,636-64.0% | $4,742-72.4% |
| Participant deferral / active EE | $1,248 | $5,292-76.4% | $4,729-73.6% | $6,401-80.5% |
| Admin fee / account holder | $5,148 | $7,493-31.3% | $6,410-19.7% | $11,431-55.0% |