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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 | $36,115 | $57,352-37.0% | $83,830-56.9% | $64,173-43.7% |
| Participation rate | 73.5% | 68.6%+4.9pp | 76.1%-2.7pp | 69.6%+3.9pp |
| Annual return | -5.30% | 11.38%-16.7pp | 850.97%-856.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,405 | $2,546-5.5% | $3,631-33.8% | $2,381+1.0% |
| Participant deferral / active EE | $392 | $2,993-86.9% | $4,082-90.4% | $3,470-88.7% |
| Admin fee / account holder | $8,321 | $4,046+105.6% | $5,479+51.9% | $4,887+70.3% |