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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 | $31,304 | $73,848-57.6% | $143,799-78.2% | $68,486-54.3% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+11.0pp |
| Annual return | -17.57% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,564 | $3,184-50.9% | $4,952-68.4% | $2,597-39.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $403 | $5,755-93.0% | $14,677-97.3% | $5,404-92.5% |