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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 | $24,021 | $43,344-44.6% | $59,899-59.9% | $64,173-62.6% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -3.90% | -1.55%-2.3pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $662 | $2,030-67.4% | $2,723-75.7% | $2,381-72.2% |
| Participant deferral / active EE | $661 | $2,547-74.1% | $3,402-80.6% | $3,470-81.0% |
| Admin fee / account holder | $552 | $3,008-81.6% | $3,592-84.6% | $4,887-88.7% |