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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 | $41,280 | $142,392-71.0% | $119,622-65.5% | $134,532-69.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -12.91% | -12.46%-0.4pp | -14.98%+2.1pp | 418.27%-431.2pp |
| Employer contribution / active EE | $1,484 | $5,224-71.6% | $4,232-64.9% | $4,741-68.7% |
| Participant deferral / active EE | $1,795 | $6,467-72.2% | $5,601-68.0% | $6,401-72.0% |
| Admin fee / account holder | $56,750 | $13,593+317.5% | $10,328+449.5% | $11,429+396.6% |