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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 | $54,982 | $54,355+1.2% | $82,744-33.6% | $68,486-19.7% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -14.00% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,040 | $2,219+37.0% | $3,008+1.1% | $2,597+17.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,693 | $4,397-16.0% | $5,325-30.6% | $5,404-31.7% |