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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 | $39,077 | $57,350-31.9% | $83,850-53.4% | $64,181-39.1% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -7.98% | 11.38%-19.4pp | 850.92%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $8,094 | $2,545+218.0% | $3,631+122.9% | $2,381+240.0% |
| Participant deferral / active EE | $634 | $2,993-78.8% | $4,082-84.5% | $3,470-81.7% |
| Admin fee / account holder | $8,781 | $4,046+117.0% | $5,478+60.3% | $4,887+79.7% |