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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 | $40,682 | $71,873-43.4% | $86,698-53.1% | $68,490-40.6% |
| Participation rate | 88.6% | 72.2%+16.4pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -10.79% | 3.54%-14.3pp | 35.96%-46.8pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,838 | $2,173+30.6% | $2,8370% | $2,597+9.3% |
| Participant deferral / active EE | $1,435 | $3,779-62.0% | $4,656-69.2% | $4,028-64.4% |
| Admin fee / account holder | $6,221 | $6,110+1.8% | $7,492-17.0% | $5,403+15.1% |