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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 | $46,892 | $158,852-70.5% | $121,220-61.3% | $135,379-65.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | -6.21% | -0.64%-5.6pp | 16.94%-23.1pp | 519.79%-526.0pp |
| Employer contribution / active EE | $5,948 | $5,666+5.0% | $4,023+47.9% | $4,779+24.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,627 | $6,515-44.3% | $5,021-27.8% | $10,828-66.5% |