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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 | $11,199 | $42,917-73.9% | $60,899-81.6% | $68,495-83.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 3.52% | -13.99%+17.5pp | 16.92%-13.4pp | -7.84%+11.4pp |
| Employer contribution / active EE | $2,088 | $1,979+5.5% | $2,702-22.7% | $2,596-19.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,695 | $3,102-13.1% | $3,225-16.4% | $5,403-50.1% |