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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 | $61,791 | $91,911-32.8% | $68,612-9.9% | $135,380-54.4% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | -7.01% | -8.22%+1.2pp | -4.63%-2.4pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,967 | $3,924-49.9% | $2,625-25.1% | $4,779-58.8% |
| Participant deferral / active EE | $526 | $4,315-87.8% | $3,311-84.1% | $5,609-90.6% |
| Admin fee / account holder | $981 | $9,240-89.4% | $5,131-80.9% | $10,828-90.9% |