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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 | $45,336 | $73,848-38.6% | $143,799-68.5% | $68,486-33.8% |
| Participation rate | 86.2% | 66.7%+19.5pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,377 | $3,184-25.3% | $4,952-52.0% | $2,597-8.4% |
| Participant deferral / active EE | $535 | $3,385-84.2% | $5,638-90.5% | $4,028-86.7% |
| Admin fee / account holder | $1,738 | $5,755-69.8% | $14,677-88.2% | $5,404-67.8% |