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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 | $48,310 | $82,674-41.6% | $125,381-61.5% | $68,486-29.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,614 | $3,382-52.3% | $4,815-66.5% | $2,597-37.8% |
| Participant deferral / active EE | $2,294 | $6,111-62.5% | $7,448-69.2% | $4,028-43.0% |
| Admin fee / account holder | $2,450 | $6,277-61.0% | $10,007-75.5% | $5,404-54.7% |