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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 | $86,759 | $138,076-37.2% | $123,553-29.8% | $135,380-35.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.35% | 153.70%-158.0pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,960 | $5,152-62.0% | $4,628-57.6% | $4,779-59.0% |
| Participant deferral / active EE | $2,133 | $6,800-68.6% | $6,426-66.8% | $5,609-62.0% |
| Admin fee / account holder | $1,406 | $10,917-87.1% | $9,284-84.9% | $10,828-87.0% |