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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 | $39,152 | $73,019-46.4% | $90,766-56.9% | $68,490-42.8% |
| Participation rate | 89.3% | 70.8%+18.5pp | 75.7%+13.6pp | 67.9%+21.4pp |
| Annual return | -13.13% | -13.81%+0.7pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,102 | $2,193-49.7% | $2,922-62.3% | $2,597-57.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,561 | $5,897-73.5% | $8,446-81.5% | $5,403-71.1% |