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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 | $49,513 | $167,504-70.4% | $151,628-67.3% | $134,509-63.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -11.70% | 7.81%-19.5pp | 3.34%-15.0pp | 418.13%-429.8pp |
| Employer contribution / active EE | $4,842 | $6,828-29.1% | $6,165-21.5% | $4,741+2.1% |
| Participant deferral / active EE | $1,112 | $8,985-87.6% | $8,363-86.7% | $6,400-82.6% |
| Admin fee / account holder | $29,878 | $13,779+116.8% | $11,613+157.3% | $11,427+161.5% |