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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 | $51,240 | $105,866-51.6% | $90,766-43.5% | $134,545-61.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -0.37% | -10.99%+10.6pp | -12.16%+11.8pp | 418.37%-418.7pp |
| Employer contribution / active EE | $2,673 | $3,464-22.8% | $2,922-8.5% | $4,742-43.6% |
| Participant deferral / active EE | $360 | $5,217-93.1% | $4,565-92.1% | $6,401-94.4% |
| Admin fee / account holder | $4,261 | $13,938-69.4% | $8,446-49.6% | $11,431-62.7% |