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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 | $49,524 | $42,910+15.4% | $60,919-18.7% | $68,490-27.7% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -9.98% | -13.99%+4.0pp | 16.96%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $852 | $2,866-70.3% | $3,814-77.7% | $4,028-78.9% |
| Admin fee / account holder | $7,605 | $3,104+145.0% | $3,228+135.6% | $5,403+40.8% |