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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 | $43,513 | $81,870-46.9% | $119,622-63.6% | $68,486-36.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.45% | -23.82%+13.4pp | -14.98%+4.5pp | -7.85%-2.6pp |
| Employer contribution / active EE | $926 | $2,692-65.6% | $4,232-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $7 | $4,148-99.8% | $5,601-99.9% | $4,028-99.8% |
| Admin fee / account holder | $1,482 | $6,583-77.5% | $10,328-85.7% | $5,404-72.6% |