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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 | $55,136 | $42,917+28.5% | $60,899-9.5% | $68,495-19.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.11% | -13.99%+3.9pp | 16.92%-27.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,368 | $1,979+19.7% | $2,702-12.4% | $2,596-8.8% |
| Participant deferral / active EE | $709 | $2,867-75.3% | $3,817-81.4% | $4,028-82.4% |
| Admin fee / account holder | $1,252 | $3,102-59.6% | $3,225-61.2% | $5,403-76.8% |