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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 | $52,216 | $71,872-27.3% | $86,691-39.8% | $68,495-23.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.65% | 3.53%-14.2pp | 35.94%-46.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,230 | $2,173-43.4% | $2,837-56.7% | $2,596-52.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,960 | $6,112-51.6% | $7,492-60.5% | $5,403-45.2% |