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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 | $73,648 | $45,872+60.6% | $77,096-4.5% | $68,486+7.5% |
| Participation rate | 98.0% | 55.9%+42.0pp | 67.9%+30.0pp | 67.9%+30.1pp |
| Annual return | -16.14% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $7,091 | $1,650+329.9% | $2,814+152.0% | $2,597+173.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,054 | $3,041-65.3% | $5,428-80.6% | $5,404-80.5% |