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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 | $61,973 | $82,678-25.0% | $125,391-50.6% | $68,490-9.5% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $5,458 | $3,382+61.4% | $4,816+13.3% | $2,597+110.2% |
| Participant deferral / active EE | $1,621 | $6,111-73.5% | $7,448-78.2% | $4,028-59.7% |
| Admin fee / account holder | $6,749 | $6,277+7.5% | $10,009-32.6% | $5,403+24.9% |