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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 | $34,007 | $100,811-66.3% | $86,698-60.8% | $134,545-74.7% |
| Participation rate | 81.0% | 79.0%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -11.38% | 29.11%-40.5pp | 35.96%-47.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $1,448 | $3,490-58.5% | $2,837-48.9% | $4,742-69.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $790 | $10,926-92.8% | $7,492-89.5% | $11,431-93.1% |