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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 | $56,168 | $52,911+6.2% | $73,309-23.4% | $59,633-5.8% |
| Participation rate | 72.0% | 68.2%+3.8pp | 74.9%-2.9pp | 68.7%+3.3pp |
| Annual return | -1.76% | 12.20%-14.0pp | 5.67%-7.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,664 | $4,069-59.1% | $4,991-66.7% | $3,192-47.9% |
| Admin fee / account holder | $1,073 | $3,835-72.0% | $5,635-81.0% | $4,297-75.0% |