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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 | $27,002 | $100,811-73.2% | $86,698-68.9% | $134,545-79.9% |
| Participation rate | 70.6% | 79.0%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -16.55% | 29.11%-45.7pp | 35.96%-52.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,091 | $3,490+74.5% | $2,837+114.7% | $4,742+28.5% |
| Participant deferral / active EE | $230 | $5,339-95.7% | $4,656-95.1% | $6,401-96.4% |
| Admin fee / account holder | $24,342 | $10,926+122.8% | $7,492+224.9% | $11,431+113.0% |