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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 | $55,176 | $46,697+18.2% | $117,533-53.1% | $68,486-19.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -14.74% | -14.52%-0.2pp | 29.77%-44.5pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,316 | $1,506+53.8% | $4,179-44.6% | $2,597-10.8% |
| Participant deferral / active EE | $530 | $2,637-79.9% | $4,072-87.0% | $4,028-86.8% |
| Admin fee / account holder | $658 | $4,023-83.6% | $5,647-88.3% | $5,404-87.8% |