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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 | $58,540 | $147,167-60.2% | $111,392-47.4% | $135,379-56.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 78.9%+16.1pp | 82.6%+12.4pp |
| Annual return | -4.53% | -4.44%-0.1pp | -2.06%-2.5pp | 519.79%-524.3pp |
| Employer contribution / active EE | $2,108 | $5,204-59.5% | $4,328-51.3% | $4,779-55.9% |
| Participant deferral / active EE | $2,030 | $6,565-69.1% | $5,567-63.5% | $5,609-63.8% |
| Admin fee / account holder | $11,906 | $20,270-41.3% | $12,266-2.9% | $10,828+10.0% |