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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 | $49,671 | $64,729-23.3% | $112,263-55.8% | $68,490-27.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,094 | $2,746+12.7% | $3,636-14.9% | $2,597+19.1% |
| Participant deferral / active EE | $1,427 | $3,566-60.0% | $4,729-69.8% | $4,028-64.6% |
| Admin fee / account holder | $4,770 | $5,222-8.6% | $6,410-25.6% | $5,403-11.7% |