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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 | $45,311 | $167,362-72.9% | $143,799-68.5% | $134,532-66.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.29% | 0.47%-14.8pp | -0.04%-14.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,607 | $5,620-71.4% | $4,952-67.6% | $4,741-66.1% |
| Participant deferral / active EE | $1,966 | $6,447-69.5% | $5,638-65.1% | $6,401-69.3% |
| Admin fee / account holder | $3,873 | $18,094-78.6% | $14,677-73.6% | $11,429-66.1% |