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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 | $44,429 | $64,729-31.4% | $112,263-60.4% | $68,490-35.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 1.01% | -11.40%+12.4pp | 27.49%-26.5pp | -7.85%+8.9pp |
| Employer contribution / active EE | $3,852 | $2,746+40.3% | $3,636+5.9% | $2,597+48.3% |
| Participant deferral / active EE | $1,144 | $3,566-67.9% | $4,729-75.8% | $4,028-71.6% |
| Admin fee / account holder | $2,090 | $5,222-60.0% | $6,410-67.4% | $5,403-61.3% |