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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 | $27,399 | $49,280-44.4% | $67,313-59.3% | $64,173-57.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.65% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,031 | $1,668+21.7% | $2,566-20.8% | $2,381-14.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,118 | $3,863+136.1% | $4,507+102.3% | $4,887+86.6% |