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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 | $43,432 | $142,392-69.5% | $119,622-63.7% | $134,532-67.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.23% | -12.46%-4.8pp | -14.98%-2.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,757 | $5,224-47.2% | $4,232-34.9% | $4,741-41.8% |
| Participant deferral / active EE | $258 | $6,467-96.0% | $5,601-95.4% | $6,401-96.0% |
| Admin fee / account holder | $22,021 | $13,593+62.0% | $10,328+113.2% | $11,429+92.7% |