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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 | $37,270 | $43,344-14.0% | $59,899-37.8% | $64,173-41.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.23% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,208 | $2,030+8.8% | $2,723-18.9% | $2,381-7.3% |
| Participant deferral / active EE | $193 | $2,547-92.4% | $3,402-94.3% | $3,470-94.4% |
| Admin fee / account holder | $5,306 | $3,008+76.4% | $3,592+47.7% | $4,887+8.6% |