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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 | $35,313 | $46,697-24.4% | $117,529-70.0% | $68,490-48.4% |
| Participation rate | 94.3% | 56.8%+37.5pp | 70.6%+23.7pp | 67.9%+26.4pp |
| Annual return | -11.36% | -14.52%+3.2pp | 29.77%-41.1pp | -7.85%-3.5pp |
| Employer contribution / active EE | $503 | $1,506-66.6% | $4,179-88.0% | $2,597-80.6% |
| Participant deferral / active EE | $465 | $2,637-82.4% | $4,072-88.6% | $4,028-88.5% |
| Admin fee / account holder | $5,358 | $4,023+33.2% | $5,645-5.1% | $5,403-0.8% |