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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 | $35,392 | $134,001-73.6% | $112,258-68.5% | $134,509-73.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -12.08% | 47.15%-59.2pp | 27.47%-39.6pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,145 | $4,039-71.7% | $3,636-68.5% | $4,741-75.9% |
| Participant deferral / active EE | $1,264 | $5,291-76.1% | $4,728-73.3% | $6,400-80.2% |
| Admin fee / account holder | $1,286 | $7,491-82.8% | $6,411-79.9% | $11,427-88.7% |