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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 | $41,903 | $167,352-75.0% | $143,788-70.9% | $134,509-68.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.61% | 0.47%-20.1pp | -0.03%-19.6pp | 418.13%-437.7pp |
| Employer contribution / active EE | $2,441 | $5,620-56.6% | $4,952-50.7% | $4,741-48.5% |
| Participant deferral / active EE | $483 | $6,447-92.5% | $5,638-91.4% | $6,400-92.5% |
| Admin fee / account holder | $1,528 | $18,091-91.6% | $14,675-89.6% | $11,427-86.6% |