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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 | $30,488 | $62,583-51.3% | $76,767-60.3% | $64,173-52.5% |
| Participation rate | 78.3% | 72.8%+5.5pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -7.13% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,578 | $1,832-13.8% | $2,485-36.5% | $2,381-33.7% |
| Participant deferral / active EE | $1,395 | $3,145-55.6% | $3,852-63.8% | $3,470-59.8% |
| Admin fee / account holder | $1,490 | $4,667-68.1% | $6,675-77.7% | $4,887-69.5% |