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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 | $44,628 | $167,352-73.3% | $143,788-69.0% | $134,509-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.68% | 0.47%-17.1pp | -0.03%-16.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,742 | $5,620-69.0% | $4,952-64.8% | $4,741-63.3% |
| Participant deferral / active EE | $1,490 | $6,447-76.9% | $5,638-73.6% | $6,400-76.7% |
| Admin fee / account holder | $471 | $18,091-97.4% | $14,675-96.8% | $11,427-95.9% |