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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 | $50,421 | $64,719-22.1% | $112,249-55.1% | $68,486-26.4% |
| Participation rate | 83.9% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.0pp |
| Annual return | -18.37% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.5pp |
| Employer contribution / active EE | $9,192 | $2,747+234.7% | $3,636+152.8% | $2,597+254.0% |
| Participant deferral / active EE | $46 | $3,565-98.7% | $4,729-99.0% | $4,028-98.8% |
| Admin fee / account holder | $3,993 | $5,232-23.7% | $6,412-37.7% | $5,404-26.1% |