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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 | $85,311 | $53,162+60.5% | $91,227-6.5% | $68,490+24.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 73.2%+16.8pp | 67.9%+22.1pp |
| Annual return | -15.91% | -3.14%-12.8pp | 114.14%-130.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,333 | $1,709+95.0% | $2,851+16.9% | $2,597+28.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $834 | $4,493-81.4% | $5,423-84.6% | $5,403-84.6% |