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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 | $61,225 | $62,583-2.2% | $76,767-20.2% | $64,173-4.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.32% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,429 | $1,832-22.0% | $2,485-42.5% | $2,381-40.0% |
| Participant deferral / active EE | $142 | $3,145-95.5% | $3,852-96.3% | $3,470-95.9% |
| Admin fee / account holder | $2,817 | $4,667-39.6% | $6,675-57.8% | $4,887-42.4% |