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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 | $37,297 | $64,716-42.4% | $112,258-66.8% | $68,495-45.5% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -14.60% | -11.40%-3.2pp | 27.47%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $10,262 | $2,746+273.7% | $3,636+182.3% | $2,596+295.2% |
| Participant deferral / active EE | $1,245 | $3,565-65.1% | $4,728-73.7% | $4,028-69.1% |
| Admin fee / account holder | $2,187 | $5,232-58.2% | $6,411-65.9% | $5,403-59.5% |