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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 | $32,558 | $167,353-80.5% | $143,797-77.4% | $134,545-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.77% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,482 | $5,620-38.0% | $4,952-29.7% | $4,742-26.6% |
| Participant deferral / active EE | $1,905 | $6,447-70.5% | $5,638-66.2% | $6,401-70.2% |
| Admin fee / account holder | $19,394 | $18,096+7.2% | $14,679+32.1% | $11,431+69.7% |