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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 | $56,265 | $84,518-33.4% | $67,704-16.9% | $125,389-55.1% |
| Participation rate | 94.1% | 74.8%+19.3pp | 67.5%+26.6pp | 83.2%+10.9pp |
| Annual return | -0.10% | 2.57%-2.7pp | 25.41%-25.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,994 | $3,292+21.3% | $2,559+56.1% | $4,866-17.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,284 | $5,340+17.7% | $4,255+47.7% | $9,541-34.1% |