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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 | $54,226 | $87,544-38.1% | $75,784-28.4% | $125,388-56.8% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.69% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $773 | $3,930-80.3% | $3,323-76.7% | $4,866-84.1% |
| Participant deferral / active EE | $863 | $4,229-79.6% | $3,652-76.4% | $5,352-83.9% |
| Admin fee / account holder | $859 | $6,502-86.8% | $5,300-83.8% | $9,541-91.0% |