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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 | $50,001 | $59,819-16.4% | $79,583-37.2% | $68,490-27.0% |
| Participation rate | 83.6% | 61.1%+22.6pp | 69.5%+14.1pp | 67.9%+15.7pp |
| Annual return | -9.51% | -12.30%+2.8pp | 0.16%-9.7pp | -7.85%-1.7pp |
| Employer contribution / active EE | $3,636 | $1,505+141.6% | $2,414+50.7% | $2,597+40.0% |
| Participant deferral / active EE | $1,259 | $3,025-58.4% | $3,986-68.4% | $4,028-68.8% |
| Admin fee / account holder | $6,448 | $4,835+33.3% | $6,835-5.7% | $5,403+19.3% |