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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 | $15,402 | $67,214-77.1% | $61,491-75.0% | $134,545-88.6% |
| Participation rate | 77.8% | 83.7%-5.9pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -17.78% | -12.08%-5.7pp | -12.98%-4.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $5,004 | $4,974+0.6% | $4,246+17.9% | $4,742+5.5% |
| Participant deferral / active EE | $643 | $6,103-89.5% | $5,188-87.6% | $6,401-89.9% |
| Admin fee / account holder | $997 | $4,610-78.4% | $4,312-76.9% | $11,431-91.3% |