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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 | $33,888 | $142,392-76.2% | $119,622-71.7% | $134,532-74.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -4.05% | -12.46%+8.4pp | -14.98%+10.9pp | 418.27%-422.3pp |
| Employer contribution / active EE | $1,548 | $5,224-70.4% | $4,232-63.4% | $4,741-67.4% |
| Participant deferral / active EE | $1,736 | $6,467-73.2% | $5,601-69.0% | $6,401-72.9% |
| Admin fee / account holder | $1,111 | $13,593-91.8% | $10,328-89.2% | $11,429-90.3% |