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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 | $45,720 | $95,915-52.3% | $79,580-42.5% | $134,532-66.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.33% | -2.71%-14.6pp | 0.15%-17.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $768 | $3,129-75.5% | $2,413-68.2% | $4,741-83.8% |
| Participant deferral / active EE | $975 | $4,693-79.2% | $3,985-75.5% | $6,401-84.8% |
| Admin fee / account holder | $322 | $9,132-96.5% | $6,835-95.3% | $11,429-97.2% |