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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 | $27,936 | $61,660-54.7% | $80,022-65.1% | $64,173-56.5% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.3pp | 69.6%+23.6pp |
| Annual return | -5.01% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,006 | $1,810+10.8% | $2,468-18.7% | $2,381-15.7% |
| Participant deferral / active EE | $1,258 | $2,968-57.6% | $3,686-65.9% | $3,470-63.7% |
| Admin fee / account holder | $2,837 | $5,417-47.6% | $6,521-56.5% | $4,887-42.0% |