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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 | $46,466 | $81,870-43.2% | $119,608-61.2% | $68,495-32.2% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -10.32% | -23.82%+13.5pp | -14.98%+4.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $8,750 | $2,692+225.1% | $4,232+106.7% | $2,596+237.0% |
| Participant deferral / active EE | $93 | $4,148-97.8% | $5,601-98.3% | $4,028-97.7% |
| Admin fee / account holder | $9,227 | $6,583+40.2% | $10,326-10.6% | $5,403+70.8% |