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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 | $39,472 | $84,518-53.3% | $67,704-41.7% | $125,389-68.5% |
| Participation rate | 95.5% | 74.8%+20.7pp | 67.5%+27.9pp | 83.2%+12.3pp |
| Annual return | -0.36% | 2.57%-2.9pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,645 | $3,292+10.7% | $2,559+42.4% | $4,866-25.1% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,238 | $5,340-39.4% | $4,255-23.9% | $9,541-66.1% |