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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 | $98,021 | $82,674+18.6% | $125,381-21.8% | $68,486+43.1% |
| Participation rate | 82.4% | 75.1%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $830 | $3,382-75.4% | $4,815-82.8% | $2,597-68.0% |
| Participant deferral / active EE | $1,471 | $6,111-75.9% | $7,448-80.3% | $4,028-63.5% |
| Admin fee / account holder | $999 | $6,277-84.1% | $10,007-90.0% | $5,404-81.5% |