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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 | $93,490 | $100,805-7.3% | $86,698+7.8% | $134,532-30.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.61% | 29.09%-42.7pp | 35.95%-49.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,412 | $3,490-59.5% | $2,837-50.2% | $4,741-70.2% |
| Participant deferral / active EE | $608 | $5,339-88.6% | $4,656-86.9% | $6,401-90.5% |
| Admin fee / account holder | $739 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |