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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 | $34,469 | $131,835-73.9% | $108,582-68.3% | $273,972-87.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.45% | -91.57%+98.0pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,746 | $4,913-44.1% | $3,758-26.9% | $4,869-43.6% |
| Participant deferral / active EE | $726 | $5,127-85.9% | $4,311-83.2% | $5,287-86.3% |
| Admin fee / account holder | $3,010 | $10,253-70.6% | $7,645-60.6% | $10,133-70.3% |