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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 | $34,106 | $134,001-74.5% | $112,258-69.6% | $134,509-74.6% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.30% | 47.15%-65.4pp | 27.47%-45.8pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,813 | $4,039-55.1% | $3,636-50.1% | $4,741-61.8% |
| Participant deferral / active EE | $1,449 | $5,291-72.6% | $4,728-69.4% | $6,400-77.4% |
| Admin fee / account holder | $1,767 | $7,491-76.4% | $6,411-72.4% | $11,427-84.5% |