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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 | $64,706-23.2% | $112,244-55.7% | $68,498-27.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.46%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,094 | $2,746+12.7% | $3,635-14.9% | $2,596+19.2% |
| Participant deferral / active EE | $1,427 | $3,565-60.0% | $4,728-69.8% | $4,027-64.6% |
| Admin fee / account holder | $4,770 | $5,231-8.8% | $6,411-25.6% | $5,403-11.7% |