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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 | $33,117 | $50,947-35.0% | $74,549-55.6% | $64,173-48.4% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | 1.70% | -1.85%+3.6pp | 32.53%-30.8pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,923 | $1,115+72.4% | $1,961-1.9% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $518 | $4,221-87.7% | $5,059-89.8% | $4,887-89.4% |