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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 | $30,618 | $167,353-81.7% | $143,797-78.7% | $134,545-77.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.58% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,086 | $5,620-62.9% | $4,952-57.9% | $4,742-56.0% |
| Participant deferral / active EE | $1,384 | $6,447-78.5% | $5,638-75.5% | $6,401-78.4% |
| Admin fee / account holder | $338,140 | $18,096+1768.6% | $14,679+2203.5% | $11,431+2858.2% |