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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 | $40,571 | $42,917-5.5% | $60,899-33.4% | $68,495-40.8% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -7.87% | -13.99%+6.1pp | 16.92%-24.8pp | -7.84%0pp |
| Employer contribution / active EE | $7,833 | $1,979+295.9% | $2,702+189.9% | $2,596+201.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,884 | $3,102-39.3% | $3,225-41.6% | $5,403-65.1% |