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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 | $53,548 | $127,386-58.0% | $115,037-53.5% | $125,388-57.3% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -2.51% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $14,589 | $5,166+182.4% | $4,608+216.6% | $4,866+199.8% |
| Participant deferral / active EE | $1,184 | $6,423-81.6% | $6,026-80.4% | $5,352-77.9% |
| Admin fee / account holder | $414 | $9,516-95.6% | $8,175-94.9% | $9,541-95.7% |