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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 | $57,682 | $73,863-21.9% | $143,797-59.9% | $68,490-15.8% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -10.75% | 0.91%-11.7pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,036 | $3,185-36.1% | $4,952-58.9% | $2,597-21.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,913 | $5,756+89.6% | $14,679-25.7% | $5,403+102.0% |