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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 | $55,247 | $59,116-6.5% | $86,438-36.1% | $68,486-19.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -17.15% | -0.23%-16.9pp | 4397.19%-4414.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $589 | $2,519-76.6% | $3,769-84.4% | $2,597-77.3% |
| Participant deferral / active EE | $2,471 | $5,902-58.1% | $6,952-64.5% | $4,028-38.6% |
| Admin fee / account holder | $6,962 | $5,639+23.5% | $6,733+3.4% | $5,404+28.8% |