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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 | $23,961 | $142,409-83.2% | $119,634-80.0% | $134,545-82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | -12.46%-2.4pp | -14.98%+0.1pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,279 | $5,224-56.4% | $4,232-46.1% | $4,742-51.9% |
| Participant deferral / active EE | $1,227 | $6,468-81.0% | $5,601-78.1% | $6,401-80.8% |
| Admin fee / account holder | $6,434 | $13,594-52.7% | $10,329-37.7% | $11,431-43.7% |