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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 | $26,683 | $167,323-84.1% | $143,770-81.4% | $134,493-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.38% | 0.47%-18.8pp | -0.04%-18.3pp | 418.01%-436.4pp |
| Employer contribution / active EE | $2,108 | $5,619-62.5% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $1,705 | $6,446-73.6% | $5,638-69.8% | $6,400-73.4% |
| Admin fee / account holder | $978 | $18,088-94.6% | $14,673-93.3% | $11,425-91.4% |