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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 | $55,039 | $167,353-67.1% | $143,797-61.7% | $134,545-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.46% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $4,838 | $5,620-13.9% | $4,952-2.3% | $4,742+2.0% |
| Participant deferral / active EE | $2,093 | $6,447-67.5% | $5,638-62.9% | $6,401-67.3% |
| Admin fee / account holder | $3,448 | $18,096-80.9% | $14,679-76.5% | $11,431-69.8% |