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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 | $30,084 | $167,522-82.0% | $151,639-80.2% | $134,532-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.29% | 7.81%-21.1pp | 3.34%-16.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,239 | $6,828-52.6% | $6,165-47.5% | $4,741-31.7% |
| Participant deferral / active EE | $1,687 | $8,986-81.2% | $8,363-79.8% | $6,401-73.6% |
| Admin fee / account holder | $5,012 | $13,780-63.6% | $11,613-56.8% | $11,429-56.1% |