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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 | $79,184 | $71,873+10.2% | $86,698-8.7% | $68,490+15.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.66% | 3.54%-15.2pp | 35.96%-47.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,143 | $2,173-1.4% | $2,837-24.5% | $2,597-17.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,337 | $6,110-45.4% | $7,492-55.5% | $5,403-38.2% |