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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 | $88,145 | $48,267+82.6% | $68,808+28.1% | $68,486+28.7% |
| Participation rate | 90.0% | 60.7%+29.3pp | 69.0%+21.0pp | 67.9%+22.1pp |
| Annual return | -14.17% | -12.70%-1.5pp | -6.37%-7.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,333 | $1,829-27.1% | $2,656-49.8% | $2,597-48.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,982 | $4,362-54.6% | $4,936-59.8% | $5,404-63.3% |