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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 | $37,374 | $167,362-77.7% | $143,799-74.0% | $134,532-72.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -19.79% | 0.47%-20.3pp | -0.04%-19.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,256 | $5,620-77.7% | $4,952-74.6% | $4,741-73.5% |
| Participant deferral / active EE | $1,179 | $6,447-81.7% | $5,638-79.1% | $6,401-81.6% |
| Admin fee / account holder | $2,926 | $18,094-83.8% | $14,677-80.1% | $11,429-74.4% |