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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 | $39,098 | $110,083-64.5% | $151,639-74.2% | $68,486-42.9% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | 0.09% | -10.12%+10.2pp | 3.34%-3.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,104 | $4,470-52.9% | $6,165-65.9% | $2,597-19.0% |
| Participant deferral / active EE | $2,060 | $6,526-68.4% | $8,363-75.4% | $4,028-48.9% |
| Admin fee / account holder | $2,160 | $7,718-72.0% | $11,613-81.4% | $5,404-60.0% |