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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 | $34,236 | $50,947-32.8% | $74,551-54.1% | $64,173-46.6% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -0.51% | -1.85%+1.3pp | 32.53%-33.0pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,490 | $1,115+33.5% | $1,961-24.0% | $2,381-37.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $531 | $4,221-87.4% | $5,059-89.5% | $4,887-89.1% |