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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 | $43,676 | $100,805-56.7% | $86,698-49.6% | $134,532-67.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.05% | 29.09%-41.1pp | 35.95%-48.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,140 | $3,490-38.7% | $2,837-24.6% | $4,741-54.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,387 | $10,925-69.0% | $7,493-54.8% | $11,429-70.4% |