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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 | $48,635 | $42,910+13.3% | $60,919-20.2% | $68,490-29.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.21% | -13.99%-1.2pp | 16.96%-32.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $7,979 | $1,978+303.3% | $2,704+195.1% | $2,597+207.3% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,030 | $3,104+190.9% | $3,228+179.8% | $5,403+67.1% |