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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 | $51,330 | $71,878-28.6% | $86,698-40.8% | $68,486-25.1% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -12.71% | 3.53%-16.2pp | 35.95%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,000 | $2,173+38.0% | $2,837+5.7% | $2,597+15.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $42,636 | $6,113+597.5% | $7,493+469.0% | $5,404+689.0% |