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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 | $65,357 | $71,873-9.1% | $86,698-24.6% | $68,490-4.6% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -9.17% | 3.54%-12.7pp | 35.96%-45.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $2,281 | $2,173+4.9% | $2,837-19.6% | $2,597-12.2% |
| Participant deferral / active EE | $1,391 | $3,779-63.2% | $4,656-70.1% | $4,028-65.5% |
| Admin fee / account holder | $13,020 | $6,110+113.1% | $7,492+73.8% | $5,403+141.0% |