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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 | $44,100 | $167,353-73.6% | $143,797-69.3% | $134,545-67.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.63% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,478 | $5,620-73.7% | $4,952-70.2% | $4,742-68.8% |
| Participant deferral / active EE | $2,027 | $6,447-68.6% | $5,638-64.0% | $6,401-68.3% |
| Admin fee / account holder | $405 | $18,096-97.8% | $14,679-97.2% | $11,431-96.5% |