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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 | $50,555 | $53,546-5.6% | $69,884-27.7% | $68,486-26.2% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -15.42% | -13.87%-1.5pp | 190.81%-206.2pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,000 | $2,019+98.1% | $2,560+56.2% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,133 | $4,693-75.9% | $6,266-81.9% | $5,404-79.0% |