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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 | $63,460 | $131,835-51.9% | $108,582-41.6% | $273,972-76.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 2.84% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.6pp |
| Employer contribution / active EE | $8,985 | $4,913+82.9% | $3,758+139.1% | $4,869+84.5% |
| Participant deferral / active EE | $608 | $5,127-88.1% | $4,311-85.9% | $5,287-88.5% |
| Admin fee / account holder | $541 | $10,253-94.7% | $7,645-92.9% | $10,133-94.7% |