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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 | $67,332 | $142,392-52.7% | $119,622-43.7% | $134,532-50.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.45% | -12.46%-4.0pp | -14.98%-1.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,105 | $5,224-40.6% | $4,232-26.6% | $4,741-34.5% |
| Participant deferral / active EE | $731 | $6,467-88.7% | $5,601-86.9% | $6,401-88.6% |
| Admin fee / account holder | $2,650 | $13,593-80.5% | $10,328-74.3% | $11,429-76.8% |