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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 | $35,333 | $59,819-40.9% | $79,583-55.6% | $68,490-48.4% |
| Participation rate | 98.1% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -13.95% | -12.30%-1.7pp | 0.16%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $3,367 | $1,505+123.7% | $2,414+39.5% | $2,597+29.7% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $798 | $4,835-83.5% | $6,835-88.3% | $5,403-85.2% |