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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 | $42,821 | $59,819-28.4% | $79,583-46.2% | $68,490-37.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.24% | -12.30%-2.9pp | 0.16%-15.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,824 | $1,505+154.0% | $2,414+58.4% | $2,597+47.3% |
| Participant deferral / active EE | $628 | $3,025-79.2% | $3,986-84.2% | $4,028-84.4% |
| Admin fee / account holder | $5,241 | $4,835+8.4% | $6,835-23.3% | $5,403-3.0% |