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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 | $64,403 | $167,353-61.5% | $143,797-55.2% | $134,545-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.48%-18.1pp | -0.04%-17.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,925 | $5,620-65.7% | $4,952-61.1% | $4,742-59.4% |
| Participant deferral / active EE | $1,965 | $6,447-69.5% | $5,638-65.1% | $6,401-69.3% |
| Admin fee / account holder | $2,289 | $18,096-87.4% | $14,679-84.4% | $11,431-80.0% |