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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 | $45,636 | $73,009-37.5% | $90,760-49.7% | $68,486-33.4% |
| Participation rate | 98.0% | 70.8%+27.2pp | 75.7%+22.3pp | 67.9%+30.1pp |
| Annual return | -13.34% | -13.81%+0.5pp | -12.16%-1.2pp | -7.85%-5.5pp |
| Employer contribution / active EE | $5,832 | $2,193+166.0% | $2,922+99.6% | $2,597+124.6% |
| Participant deferral / active EE | $483 | $3,626-86.7% | $4,565-89.4% | $4,028-88.0% |
| Admin fee / account holder | $14,924 | $5,896+153.1% | $8,444+76.7% | $5,404+176.2% |