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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 | $43,236 | $56,339-23.3% | $104,299-58.5% | $68,490-36.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.59% | -9.19%-5.4pp | 24.62%-39.2pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,778 | $1,960+41.7% | $3,373-17.6% | $2,597+7.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,211 | $4,902-14.1% | $7,339-42.6% | $5,403-22.1% |