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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 | $107,362 | $175,646-38.9% | $129,118-16.8% | $134,545-20.2% |
| Participation rate | 77.3% | 81.6%-4.3pp | 77.2%0pp | 81.2%-4.0pp |
| Annual return | -16.79% | -11.39%-5.4pp | -10.94%-5.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,929 | $6,355-38.2% | $5,051-22.2% | $4,742-17.1% |
| Participant deferral / active EE | $1,800 | $7,970-77.4% | $6,539-72.5% | $6,401-71.9% |
| Admin fee / account holder | $554 | $23,578-97.6% | $14,305-96.1% | $11,431-95.2% |