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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 | $18,628 | $64,719-71.2% | $112,249-83.4% | $68,486-72.8% |
| Participation rate | 86.9% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | -17.42% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,188 | $2,747-56.8% | $3,636-67.3% | $2,597-54.3% |
| Participant deferral / active EE | $1,137 | $3,565-68.1% | $4,729-76.0% | $4,028-71.8% |
| Admin fee / account holder | $2,826 | $5,232-46.0% | $6,412-55.9% | $5,404-47.7% |