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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 | $50,272 | $49,177+2.2% | $79,466-36.7% | $64,173-21.7% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.1pp | 69.6%+2.7pp |
| Annual return | -5.45% | -1.16%-4.3pp | 718.28%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,097 | $2,076+145.5% | $2,800+82.0% | $2,381+114.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,188 | $3,839-69.1% | $5,104-76.7% | $4,887-75.7% |