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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 | $28,365 | $197,819-85.7% | $155,789-81.8% | $125,389-77.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -1.89% | 86.73%-88.6pp | 71.54%-73.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,694 | $4,850-65.1% | $3,839-55.9% | $4,866-65.2% |
| Participant deferral / active EE | $669 | $5,631-88.1% | $4,798-86.1% | $5,352-87.5% |
| Admin fee / account holder | $881 | $9,544-90.8% | $7,477-88.2% | $9,541-90.8% |