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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 | $81,749 | $105,867-22.8% | $90,760-9.9% | $134,532-39.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.15% | -10.99%-4.2pp | -12.16%-3.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,205 | $3,464-65.2% | $2,922-58.8% | $4,741-74.6% |
| Participant deferral / active EE | $1,358 | $5,217-74.0% | $4,565-70.2% | $6,401-78.8% |
| Admin fee / account holder | $16,047 | $13,936+15.1% | $8,444+90.0% | $11,429+40.4% |