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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 | $34,122 | $56,339-39.4% | $104,301-67.3% | $68,486-50.2% |
| Participation rate | 76.7% | 63.3%+13.4pp | 73.3%+3.4pp | 67.9%+8.8pp |
| Annual return | -14.23% | -9.19%-5.0pp | 24.61%-38.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,332 | $1,960+70.0% | $3,373-1.2% | $2,597+28.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,544 | $4,902+13.1% | $7,340-24.5% | $5,404+2.6% |