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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 | $26,971 | $45,872-41.2% | $77,100-65.0% | $68,490-60.6% |
| Participation rate | 91.1% | 55.9%+35.2pp | 67.9%+23.2pp | 67.9%+23.2pp |
| Annual return | -6.18% | 1.73%-7.9pp | 42.35%-48.5pp | -7.85%+1.7pp |
| Employer contribution / active EE | $2,593 | $1,650+57.2% | $2,815-7.9% | $2,597-0.1% |
| Participant deferral / active EE | $244 | $2,963-91.8% | $4,430-94.5% | $4,028-93.9% |
| Admin fee / account holder | $8,428 | $3,041+177.1% | $5,443+54.8% | $5,403+56.0% |