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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 | $120,896 | $142,409-15.1% | $119,634+1.1% | $134,545-10.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | -12.46%-5.1pp | -14.98%-2.6pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,603 | $5,224-69.3% | $4,232-62.1% | $4,742-66.2% |
| Participant deferral / active EE | $1,286 | $6,468-80.1% | $5,601-77.0% | $6,401-79.9% |
| Admin fee / account holder | $493 | $13,594-96.4% | $10,329-95.2% | $11,431-95.7% |