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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 | $56,856 | $64,729-12.2% | $112,263-49.4% | $68,490-17.0% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -6.55% | -11.40%+4.8pp | 27.49%-34.0pp | -7.85%+1.3pp |
| Employer contribution / active EE | $5,637 | $2,746+105.3% | $3,636+55.0% | $2,597+117.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,331 | $5,222-55.4% | $6,410-63.6% | $5,403-56.8% |