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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 | $28,179 | $54,162-48.0% | $68,612-58.9% | $64,173-56.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.61% | -1.62%-1.0pp | -4.63%+2.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,062 | $1,846+11.7% | $2,625-21.5% | $2,381-13.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,315 | $4,029+7.1% | $5,131-15.9% | $4,887-11.7% |