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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 | $38,868 | $64,729-40.0% | $112,263-65.4% | $68,490-43.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.06% | -11.40%-2.7pp | 27.49%-41.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $7,569 | $2,746+175.6% | $3,636+108.2% | $2,597+191.5% |
| Participant deferral / active EE | $1,505 | $3,566-57.8% | $4,729-68.2% | $4,028-62.6% |
| Admin fee / account holder | $1,995 | $5,222-61.8% | $6,410-68.9% | $5,403-63.1% |