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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 | $25,366 | $42,909-40.9% | $60,906-58.4% | $68,486-63.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.06% | -13.99%-4.1pp | 16.94%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,038 | $1,979+3.0% | $2,703-24.6% | $2,597-21.5% |
| Participant deferral / active EE | $646 | $2,866-77.5% | $3,814-83.1% | $4,028-84.0% |
| Admin fee / account holder | $1,747 | $3,104-43.7% | $3,227-45.9% | $5,404-67.7% |