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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 | $25,041 | $61,660-59.4% | $80,022-68.7% | $64,181-61.0% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -5.96% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,667 | $1,810-7.9% | $2,468-32.5% | $2,381-30.0% |
| Participant deferral / active EE | $1,284 | $2,968-56.7% | $3,686-65.2% | $3,470-63.0% |
| Admin fee / account holder | $683 | $5,417-87.4% | $6,521-89.5% | $4,887-86.0% |