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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 | $66,818 | $64,719+3.2% | $112,249-40.5% | $68,486-2.4% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -1.08% | -11.40%+10.3pp | 27.48%-28.6pp | -7.85%+6.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $833 | $3,565-76.6% | $4,729-82.4% | $4,028-79.3% |
| Admin fee / account holder | $35,829 | $5,232+584.8% | $6,412+458.7% | $5,404+563.0% |