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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 | $48,703 | $45,566+6.9% | $64,105-24.0% | $59,633-18.3% |
| Participation rate | 87.8% | 60.2%+27.6pp | 68.2%+19.6pp | 68.7%+19.1pp |
| Annual return | -2.18% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $816 | $934-12.6% | $1,820-55.1% | $2,203-62.9% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,386 | $3,268-27.0% | $4,499-47.0% | $4,297-44.5% |