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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 | $28,777 | $142,409-79.8% | $119,634-75.9% | $134,545-78.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.64% | -12.46%-4.2pp | -14.98%-1.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,831 | $5,224-45.8% | $4,232-33.1% | $4,742-40.3% |
| Participant deferral / active EE | $1,117 | $6,468-82.7% | $5,601-80.0% | $6,401-82.5% |
| Admin fee / account holder | $6,259 | $13,594-54.0% | $10,329-39.4% | $11,431-45.2% |