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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 | $65,927 | $73,019-9.7% | $90,766-27.4% | $68,490-3.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.53% | -13.81%+0.3pp | -12.16%-1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,657 | $2,193+66.8% | $2,922+25.2% | $2,597+40.8% |
| Participant deferral / active EE | $1,464 | $3,626-59.6% | $4,565-67.9% | $4,028-63.6% |
| Admin fee / account holder | $7,248 | $5,897+22.9% | $8,446-14.2% | $5,403+34.2% |