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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 | $40,842 | $42,910-4.8% | $60,919-33.0% | $68,490-40.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -17.40% | -13.99%-3.4pp | 16.96%-34.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $527 | $2,866-81.6% | $3,814-86.2% | $4,028-86.9% |
| Admin fee / account holder | $2,041 | $3,104-34.2% | $3,228-36.8% | $5,403-62.2% |