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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 | $42,890 | $45,872-6.5% | $77,100-44.4% | $68,490-37.4% |
| Participation rate | 98.2% | 55.9%+42.3pp | 67.9%+30.3pp | 67.9%+30.3pp |
| Annual return | -16.21% | 1.73%-17.9pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,477 | $1,650-10.5% | $2,815-47.5% | $2,597-43.1% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,643 | $3,041+52.7% | $5,443-14.7% | $5,403-14.1% |