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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 | $24,508 | $82,674-70.4% | $125,363-80.5% | $68,495-64.2% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -12.17% | -5.97%-6.2pp | 572.15%-584.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,888 | $3,382-44.2% | $4,815-60.8% | $2,596-27.3% |
| Participant deferral / active EE | $1,189 | $6,111-80.5% | $7,447-84.0% | $4,028-70.5% |
| Admin fee / account holder | $6,166 | $6,276-1.8% | $10,005-38.4% | $5,403+14.1% |