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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 | $29,492 | $76,912-61.7% | $129,118-77.2% | $68,486-56.9% |
| Participation rate | 96.4% | 69.1%+27.3pp | 77.2%+19.2pp | 67.9%+28.5pp |
| Annual return | -13.93% | -9.78%-4.1pp | -10.94%-3.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,046 | $3,243-6.1% | $5,051-39.7% | $2,597+17.3% |
| Participant deferral / active EE | $1,775 | $4,732-62.5% | $6,539-72.8% | $4,028-55.9% |
| Admin fee / account holder | $7,685 | $6,638+15.8% | $14,305-46.3% | $5,404+42.2% |