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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 | $17,837 | $129,960-86.3% | $104,299-82.9% | $134,545-86.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 42.06%-55.6pp | 24.62%-38.2pp | 418.37%-431.9pp |
| Employer contribution / active EE | $869 | $4,186-79.2% | $3,373-74.2% | $4,742-81.7% |
| Participant deferral / active EE | $1,298 | $5,589-76.8% | $4,626-71.9% | $6,401-79.7% |
| Admin fee / account holder | $5,007 | $9,324-46.3% | $7,339-31.8% | $11,431-56.2% |