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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 | $70,739 | $131,835-46.3% | $108,582-34.9% | $273,972-74.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,222 | $4,913-75.1% | $3,758-67.5% | $4,869-74.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,072 | $10,253-70.0% | $7,645-59.8% | $10,133-69.7% |