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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 | $38,579 | $110,083-65.0% | $151,645-74.6% | $68,490-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.17% | -10.12%-3.0pp | 3.34%-16.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,158 | $4,470-51.7% | $6,165-65.0% | $2,597-16.9% |
| Participant deferral / active EE | $2,400 | $6,526-63.2% | $8,363-71.3% | $4,028-40.4% |
| Admin fee / account holder | $1,235 | $7,718-84.0% | $11,614-89.4% | $5,403-77.1% |