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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 | $49,388 | $83,908-41.1% | $68,509-27.9% | $125,389-60.6% |
| Participation rate | 95.8% | 78.2%+17.7pp | 74.7%+21.1pp | 83.2%+12.6pp |
| Annual return | -1.78% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,833 | $3,031-39.5% | $2,278-19.5% | $4,866-62.3% |
| Participant deferral / active EE | $890 | $4,125-78.4% | $3,382-73.7% | $5,352-83.4% |
| Admin fee / account holder | $1,006 | $8,982-88.8% | $5,275-80.9% | $9,541-89.5% |