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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 | $72,920 | $167,522-56.5% | $151,639-51.9% | $134,532-45.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.27% | 7.81%-26.1pp | 3.34%-21.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $18,860 | $6,828+176.2% | $6,165+205.9% | $4,741+297.8% |
| Participant deferral / active EE | $484 | $8,986-94.6% | $8,363-94.2% | $6,401-92.4% |
| Admin fee / account holder | $26,102 | $13,780+89.4% | $11,613+124.8% | $11,429+128.4% |