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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 | $64,567 | $62,583+3.2% | $76,767-15.9% | $64,173+0.6% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -2.69% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $418 | $3,145-86.7% | $3,852-89.1% | $3,470-88.0% |
| Admin fee / account holder | $3,781 | $4,667-19.0% | $6,675-43.4% | $4,887-22.6% |