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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 | $30,431 | $43,333-29.8% | $59,883-49.2% | $64,181-52.6% |
| Participation rate | 92.7% | 69.2%+23.6pp | 74.7%+18.0pp | 69.6%+23.2pp |
| Annual return | -2.62% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,164 | $2,029-42.6% | $2,722-57.2% | $2,381-51.1% |
| Participant deferral / active EE | $193 | $2,547-92.4% | $3,402-94.3% | $3,470-94.4% |
| Admin fee / account holder | $370 | $3,006-87.7% | $3,591-89.7% | $4,887-92.4% |