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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 | $47,063 | $64,311-26.8% | $57,356-17.9% | $125,389-62.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | -0.77% | 25.14%-25.9pp | 24.41%-25.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $10,458 | $3,193+227.5% | $2,689+289.0% | $4,866+114.9% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,983 | $5,243-5.0% | $3,357+48.4% | $9,541-47.8% |