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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 | $42,304 | $167,362-74.7% | $143,799-70.6% | $134,532-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,239 | $5,620-60.2% | $4,952-54.8% | $4,741-52.8% |
| Participant deferral / active EE | $632 | $6,447-90.2% | $5,638-88.8% | $6,401-90.1% |
| Admin fee / account holder | $2,166 | $18,094-88.0% | $14,677-85.2% | $11,429-81.0% |