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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 | $46,003 | $167,353-72.5% | $143,797-68.0% | $134,545-65.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.11% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,017 | $5,620-28.5% | $4,952-18.9% | $4,742-15.3% |
| Participant deferral / active EE | $97 | $6,447-98.5% | $5,638-98.3% | $6,401-98.5% |
| Admin fee / account holder | $7,924 | $18,096-56.2% | $14,679-46.0% | $11,431-30.7% |