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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 | $40,586 | $97,027-58.2% | $83,323-51.3% | $135,382-70.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.21% | 12.31%-19.5pp | 10.63%-17.8pp | 519.77%-527.0pp |
| Employer contribution / active EE | $806 | $4,143-80.6% | $3,379-76.2% | $4,779-83.1% |
| Participant deferral / active EE | $1,525 | $5,964-74.4% | $5,565-72.6% | $5,609-72.8% |
| Admin fee / account holder | $2,284 | $8,427-72.9% | $7,539-69.7% | $10,829-78.9% |