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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 | $56,895 | $62,589-9.1% | $76,768-25.9% | $64,173-11.3% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | -7.06% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,397 | $1,832+303.7% | $2,485+197.6% | $2,381+210.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,938 | $4,667-15.6% | $6,675-41.0% | $4,887-19.4% |