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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 | $25,207 | $48,235-47.7% | $68,803-63.4% | $68,490-63.2% |
| Participation rate | 98.2% | 60.7%+37.6pp | 69.0%+29.2pp | 67.9%+30.3pp |
| Annual return | -11.29% | -12.70%+1.4pp | -6.37%-4.9pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,877 | $1,829+2.6% | $2,656-29.3% | $2,597-27.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,282 | $4,361-70.6% | $4,936-74.0% | $5,403-76.3% |