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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 | $53,778 | $167,362-67.9% | $143,799-62.6% | $134,532-60.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,472 | $5,620-73.8% | $4,952-70.3% | $4,741-68.9% |
| Participant deferral / active EE | $1,819 | $6,447-71.8% | $5,638-67.7% | $6,401-71.6% |
| Admin fee / account holder | $14,091 | $18,094-22.1% | $14,677-4.0% | $11,429+23.3% |