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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 | $48,328 | $46,697+3.5% | $117,533-58.9% | $68,486-29.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.75% | -14.52%-2.2pp | 29.77%-46.5pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,681 | $1,506+78.0% | $4,179-35.9% | $2,597+3.2% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $484 | $4,023-88.0% | $5,647-91.4% | $5,404-91.0% |