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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 | $44,804 | $73,009-38.6% | $90,760-50.6% | $68,486-34.6% |
| Participation rate | 97.6% | 70.8%+26.7pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -1.94% | -13.81%+11.9pp | -12.16%+10.2pp | -7.85%+5.9pp |
| Employer contribution / active EE | $1,923 | $2,193-12.3% | $2,922-34.2% | $2,597-25.9% |
| Participant deferral / active EE | $739 | $3,626-79.6% | $4,565-83.8% | $4,028-81.6% |
| Admin fee / account holder | $2,255 | $5,896-61.8% | $8,444-73.3% | $5,404-58.3% |