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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 | $79,222 | $64,719+22.4% | $112,249-29.4% | $68,486+15.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,083 | $2,747-24.2% | $3,636-42.7% | $2,597-19.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,280 | $5,232-37.3% | $6,412-48.9% | $5,404-39.3% |