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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 | $41,219 | $100,805-59.1% | $86,698-52.5% | $134,532-69.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,773 | $3,490-49.2% | $2,837-37.5% | $4,741-62.6% |
| Participant deferral / active EE | $1,389 | $5,339-74.0% | $4,656-70.2% | $6,401-78.3% |
| Admin fee / account holder | $2,520 | $10,925-76.9% | $7,493-66.4% | $11,429-78.0% |