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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 | $29,881 | $167,362-82.1% | $143,799-79.2% | $134,532-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.55% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,708 | $5,620-69.6% | $4,952-65.5% | $4,741-64.0% |
| Participant deferral / active EE | $1,255 | $6,447-80.5% | $5,638-77.7% | $6,401-80.4% |
| Admin fee / account holder | $3,414 | $18,094-81.1% | $14,677-76.7% | $11,429-70.1% |