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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 | $54,514 | $59,111-7.8% | $86,451-36.9% | $68,490-20.4% |
| Participation rate | 94.3% | 75.2%+19.1pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -11.80% | -0.22%-11.6pp | 4398.51%-4410.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $1,239 | $2,519-50.8% | $3,770-67.1% | $2,597-52.3% |
| Participant deferral / active EE | $1,239 | $5,900-79.0% | $6,953-82.2% | $4,028-69.2% |
| Admin fee / account holder | $1,270 | $5,640-77.5% | $6,734-81.1% | $5,403-76.5% |