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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 | $52,390 | $131,835-60.3% | $108,582-51.8% | $273,972-80.9% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 8.90% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,231 | $4,913-34.2% | $3,758-14.0% | $4,869-33.6% |
| Participant deferral / active EE | $1,271 | $5,127-75.2% | $4,311-70.5% | $5,287-76.0% |
| Admin fee / account holder | $6,913 | $10,253-32.6% | $7,645-9.6% | $10,133-31.8% |