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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 | $51,841 | $167,362-69.0% | $143,799-63.9% | $134,532-61.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -12.39% | 0.47%-12.9pp | -0.04%-12.3pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,000 | $5,620-64.4% | $4,952-59.6% | $4,741-57.8% |
| Participant deferral / active EE | $1,521 | $6,447-76.4% | $5,638-73.0% | $6,401-76.2% |
| Admin fee / account holder | $312 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |