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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 | $25,008 | $90,467-72.4% | $93,759-73.3% | $134,532-81.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -10.95% | -15.72%+4.8pp | -11.33%+0.4pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,994 | $4,345-31.1% | $4,324-30.8% | $4,741-36.8% |
| Participant deferral / active EE | $1,060 | $5,980-82.3% | $6,096-82.6% | $6,401-83.4% |
| Admin fee / account holder | $4,111 | $9,258-55.6% | $7,197-42.9% | $11,429-64.0% |