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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 | $34,250 | $129,959-73.6% | $104,301-67.2% | $134,532-74.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.23% | 42.04%-60.3pp | 24.61%-42.8pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,562 | $4,185-62.7% | $3,373-53.7% | $4,741-67.1% |
| Participant deferral / active EE | $800 | $5,589-85.7% | $4,626-82.7% | $6,401-87.5% |
| Admin fee / account holder | $3,687 | $9,325-60.5% | $7,340-49.8% | $11,429-67.7% |