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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 | $89,342 | $49,280+81.3% | $67,313+32.7% | $64,173+39.2% |
| Participation rate | 81.2% | 60.8%+20.4pp | 69.1%+12.1pp | 69.6%+11.6pp |
| Annual return | -6.50% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $12,349 | $1,668+640.2% | $2,566+381.3% | $2,381+418.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,972 | $3,863-48.9% | $4,507-56.2% | $4,887-59.7% |