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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 | $27,657 | $77,816-64.5% | $123,552-77.6% | $64,173-56.9% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -2.44% | 12.49%-14.9pp | 119.20%-121.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,338 | $3,014+10.8% | $4,628-27.9% | $2,381+40.2% |
| Participant deferral / active EE | $1,355 | $5,240-74.1% | $6,426-78.9% | $3,470-60.9% |
| Admin fee / account holder | $2,249 | $5,519-59.2% | $9,285-75.8% | $4,887-54.0% |