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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 | $35,306 | $43,338-18.5% | $59,887-41.0% | $64,173-45.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.90% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.5pp |
| Employer contribution / active EE | $773 | $2,030-61.9% | $2,722-71.6% | $2,381-67.5% |
| Participant deferral / active EE | $219 | $2,547-91.4% | $3,402-93.6% | $3,470-93.7% |
| Admin fee / account holder | $4,651 | $3,007+54.7% | $3,591+29.5% | $4,887-4.8% |