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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 | $19,497 | $49,280-60.4% | $67,313-71.0% | $64,173-69.6% |
| Participation rate | 77.3% | 60.8%+16.5pp | 69.1%+8.2pp | 69.6%+7.7pp |
| Annual return | 0.14% | -1.39%+1.5pp | -4.08%+4.2pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $607 | $2,484-75.5% | $3,568-83.0% | $3,470-82.5% |
| Admin fee / account holder | $1,968 | $3,863-49.1% | $4,507-56.3% | $4,887-59.7% |