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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 | $50,569 | $105,861-52.2% | $90,756-44.3% | $134,509-62.4% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -12.02% | -10.99%-1.0pp | -12.16%+0.1pp | 418.13%-430.2pp |
| Employer contribution / active EE | $902 | $3,463-74.0% | $2,922-69.1% | $4,741-81.0% |
| Participant deferral / active EE | $1,004 | $5,217-80.8% | $4,565-78.0% | $6,400-84.3% |
| Admin fee / account holder | $1,896 | $13,938-86.4% | $8,445-77.5% | $11,427-83.4% |