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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 | $35,445 | $64,719-45.2% | $112,249-68.4% | $68,486-48.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.36% | -11.40%-8.0pp | 27.48%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,460 | $2,747-10.4% | $3,636-32.3% | $2,597-5.3% |
| Participant deferral / active EE | $642 | $3,565-82.0% | $4,729-86.4% | $4,028-84.1% |
| Admin fee / account holder | $4,318 | $5,232-17.5% | $6,412-32.7% | $5,404-20.1% |