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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 | $49,730 | $62,583-20.5% | $76,767-35.2% | $64,173-22.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 77.0%-2.5pp | 69.6%+4.9pp |
| Annual return | -6.84% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,253 | $3,145-60.1% | $3,852-67.5% | $3,470-63.9% |
| Admin fee / account holder | $8,897 | $4,667+90.6% | $6,675+33.3% | $4,887+82.0% |