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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 | $18,784 | $134,001-86.0% | $112,258-83.3% | $134,509-86.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.57% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $958 | $4,039-76.3% | $3,636-73.7% | $4,741-79.8% |
| Participant deferral / active EE | $533 | $5,291-89.9% | $4,728-88.7% | $6,400-91.7% |
| Admin fee / account holder | $1,091 | $7,491-85.4% | $6,411-83.0% | $11,427-90.5% |