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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 | $29,833 | $81,870-63.6% | $119,634-75.1% | $68,490-56.4% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.2pp | 67.9%+6.2pp |
| Annual return | 3.59% | -23.82%+27.4pp | -14.98%+18.6pp | -7.85%+11.4pp |
| Employer contribution / active EE | $1,049 | $2,692-61.0% | $4,232-75.2% | $2,597-59.6% |
| Participant deferral / active EE | $1,631 | $4,148-60.7% | $5,601-70.9% | $4,028-59.5% |
| Admin fee / account holder | $6,805 | $6,583+3.4% | $10,329-34.1% | $5,403+25.9% |