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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 | $28,156 | $54,162-48.0% | $68,612-59.0% | $64,173-56.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.30% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,841 | $1,846+53.9% | $2,625+8.2% | $2,381+19.3% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,962 | $4,029+72.8% | $5,131+35.7% | $4,887+42.4% |