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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 | $43,109 | $167,352-74.2% | $143,788-70.0% | $134,509-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.94% | 0.47%-13.4pp | -0.03%-12.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $2,047 | $5,620-63.6% | $4,952-58.7% | $4,741-56.8% |
| Participant deferral / active EE | $1,702 | $6,447-73.6% | $5,638-69.8% | $6,400-73.4% |
| Admin fee / account holder | $628 | $18,091-96.5% | $14,675-95.7% | $11,427-94.5% |