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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 | $33,101 | $167,533-80.2% | $151,645-78.2% | $134,545-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.74% | 7.81%-25.6pp | 3.34%-21.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,643 | $6,828-75.9% | $6,165-73.4% | $4,742-65.4% |
| Participant deferral / active EE | $1,401 | $8,985-84.4% | $8,363-83.3% | $6,401-78.1% |
| Admin fee / account holder | $3,310 | $13,781-76.0% | $11,614-71.5% | $11,431-71.0% |