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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 | $35,826 | $81,870-56.2% | $119,634-70.1% | $68,490-47.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.79% | -23.82%+9.0pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $978 | $2,692-63.7% | $4,232-76.9% | $2,597-62.3% |
| Participant deferral / active EE | $1,820 | $4,148-56.1% | $5,601-67.5% | $4,028-54.8% |
| Admin fee / account holder | $1,452 | $6,583-77.9% | $10,329-85.9% | $5,403-73.1% |