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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 | $36,755 | $71,873-48.9% | $86,698-57.6% | $68,490-46.3% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -13.74% | 3.54%-17.3pp | 35.96%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,086 | $2,173-4.0% | $2,837-26.5% | $2,597-19.7% |
| Participant deferral / active EE | $1,234 | $3,779-67.4% | $4,656-73.5% | $4,028-69.4% |
| Admin fee / account holder | $4,699 | $6,110-23.1% | $7,492-37.3% | $5,403-13.0% |