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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 | $32,543 | $142,409-77.1% | $119,628-72.8% | $134,554-75.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.53% | -12.46%-4.1pp | -14.98%-1.6pp | 418.46%-435.0pp |
| Employer contribution / active EE | $1,592 | $5,224-69.5% | $4,232-62.4% | $4,742-66.4% |
| Participant deferral / active EE | $1,932 | $6,468-70.1% | $5,601-65.5% | $6,401-69.8% |
| Admin fee / account holder | $825 | $13,595-93.9% | $10,330-92.0% | $11,430-92.8% |