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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 | $20,747 | $64,719-67.9% | $112,249-81.5% | $68,486-69.7% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | -13.27% | -11.40%-1.9pp | 27.48%-40.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,429 | $2,747-11.6% | $3,636-33.2% | $2,597-6.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,790 | $5,232-65.8% | $6,412-72.1% | $5,404-66.9% |