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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 | $67,332 | $100,811-33.2% | $86,698-22.3% | $134,545-50.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -12.92% | 29.11%-42.0pp | 35.96%-48.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,307 | $3,490-62.6% | $2,837-53.9% | $4,742-72.4% |
| Participant deferral / active EE | $1,657 | $5,339-69.0% | $4,656-64.4% | $6,401-74.1% |
| Admin fee / account holder | $1,023 | $10,926-90.6% | $7,492-86.3% | $11,431-91.1% |