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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 | $14,023 | $90,467-84.5% | $93,759-85.0% | $134,532-89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.86% | -15.72%-0.1pp | -11.33%-4.5pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,485 | $4,345-65.8% | $4,324-65.7% | $4,741-68.7% |
| Participant deferral / active EE | $1,550 | $5,980-74.1% | $6,096-74.6% | $6,401-75.8% |
| Admin fee / account holder | $1,214 | $9,258-86.9% | $7,197-83.1% | $11,429-89.4% |