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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 | $42,748 | $49,280-13.3% | $67,313-36.5% | $64,173-33.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 9.67% | -1.39%+11.1pp | -4.08%+13.7pp | 7.63%+2.0pp |
| Employer contribution / active EE | $926 | $1,668-44.5% | $2,566-63.9% | $2,381-61.1% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,905 | $3,863-24.8% | $4,507-35.5% | $4,887-40.6% |