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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 | $119,875 | $81,870+46.4% | $119,622+0.2% | $68,486+75.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.10% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,108 | $2,692+15.5% | $4,232-26.6% | $2,597+19.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,035 | $6,583-53.9% | $10,328-70.6% | $5,404-43.8% |