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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 | $85,923 | $142,409-39.7% | $119,634-28.2% | $134,545-36.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.52% | -12.46%+7.9pp | -14.98%+10.5pp | 418.37%-422.9pp |
| Employer contribution / active EE | $1,825 | $5,224-65.1% | $4,232-56.9% | $4,742-61.5% |
| Participant deferral / active EE | $1,825 | $6,468-71.8% | $5,601-67.4% | $6,401-71.5% |
| Admin fee / account holder | $18,277 | $13,594+34.4% | $10,329+76.9% | $11,431+59.9% |