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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 | $46,722 | $61,660-24.2% | $80,022-41.6% | $64,173-27.2% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -5.70% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,538 | $1,810-15.0% | $2,468-37.7% | $2,381-35.4% |
| Participant deferral / active EE | $1,272 | $2,968-57.1% | $3,686-65.5% | $3,470-63.3% |
| Admin fee / account holder | $529 | $5,417-90.2% | $6,521-91.9% | $4,887-89.2% |