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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 | $71,299 | $167,353-57.4% | $143,797-50.4% | $134,545-47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.48% | 0.48%-17.0pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,033 | $5,620-63.8% | $4,952-59.0% | $4,742-57.1% |
| Participant deferral / active EE | $1,512 | $6,447-76.5% | $5,638-73.2% | $6,401-76.4% |
| Admin fee / account holder | $111,859 | $18,096+518.1% | $14,679+662.0% | $11,431+878.6% |