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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 | $39,272 | $42,910-8.5% | $60,919-35.5% | $68,490-42.7% |
| Participation rate | 94.6% | 66.8%+27.9pp | 73.1%+21.5pp | 67.9%+26.7pp |
| Annual return | -11.19% | -13.99%+2.8pp | 16.96%-28.2pp | -7.85%-3.3pp |
| Employer contribution / active EE | $7,021 | $1,978+254.9% | $2,704+159.7% | $2,597+170.4% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $949 | $3,104-69.4% | $3,228-70.6% | $5,403-82.4% |