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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 | $63,202 | $64,719-2.3% | $112,249-43.7% | $68,486-7.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.24% | -11.40%+4.2pp | 27.48%-34.7pp | -7.85%+0.6pp |
| Employer contribution / active EE | $5,694 | $2,747+107.3% | $3,636+56.6% | $2,597+119.3% |
| Participant deferral / active EE | $1,509 | $3,565-57.7% | $4,729-68.1% | $4,028-62.5% |
| Admin fee / account holder | $2,511 | $5,232-52.0% | $6,412-60.8% | $5,404-53.5% |