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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 | $33,222 | $43,338-23.3% | $59,887-44.5% | $64,173-48.2% |
| Participation rate | 80.6% | 69.2%+11.5pp | 74.7%+5.9pp | 69.6%+11.1pp |
| Annual return | -3.64% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $636 | $2,030-68.7% | $2,722-76.6% | $2,381-73.3% |
| Participant deferral / active EE | $469 | $2,547-81.6% | $3,402-86.2% | $3,470-86.5% |
| Admin fee / account holder | $777 | $3,007-74.2% | $3,591-78.4% | $4,887-84.1% |