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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 | $58,311 | $105,866-44.9% | $90,766-35.8% | $134,545-56.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.57% | -10.99%-7.6pp | -12.16%-6.4pp | 418.37%-436.9pp |
| Employer contribution / active EE | $22,539 | $3,464+550.7% | $2,922+671.4% | $4,742+375.4% |
| Participant deferral / active EE | $728 | $5,217-86.0% | $4,565-84.1% | $6,401-88.6% |
| Admin fee / account holder | $517 | $13,938-96.3% | $8,446-93.9% | $11,431-95.5% |