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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 | $25,206 | $167,503-85.0% | $151,627-83.4% | $134,493-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.71% | 7.80%-28.5pp | 3.33%-24.0pp | 418.01%-438.7pp |
| Employer contribution / active EE | $3,086 | $6,829-54.8% | $6,166-50.0% | $4,740-34.9% |
| Participant deferral / active EE | $2,178 | $8,985-75.8% | $8,363-74.0% | $6,400-66.0% |
| Admin fee / account holder | $6,737 | $13,777-51.1% | $11,612-42.0% | $11,425-41.0% |