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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 | $34,540 | $62,589-44.8% | $76,768-55.0% | $64,173-46.2% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -5.29% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,188 | $1,832+19.4% | $2,485-12.0% | $2,381-8.1% |
| Participant deferral / active EE | $1,123 | $3,145-64.3% | $3,852-70.8% | $3,470-67.6% |
| Admin fee / account holder | $20,866 | $4,667+347.1% | $6,675+212.6% | $4,887+326.9% |