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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 | $28,478 | $64,729-56.0% | $112,263-74.6% | $68,490-58.4% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -17.46% | -11.40%-6.1pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,534 | $2,746-7.7% | $3,636-30.3% | $2,597-2.4% |
| Participant deferral / active EE | $1,065 | $3,566-70.1% | $4,729-77.5% | $4,028-73.6% |
| Admin fee / account holder | $9,831 | $5,222+88.3% | $6,410+53.4% | $5,403+82.0% |