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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 | $41,416 | $42,909-3.5% | $60,906-32.0% | $68,486-39.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.66% | -13.99%+0.3pp | 16.94%-30.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $5,882 | $1,979+197.3% | $2,703+117.6% | $2,597+126.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,329 | $3,104-25.0% | $3,227-27.8% | $5,404-56.9% |