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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 | $47,982 | $48,235-0.5% | $68,803-30.3% | $68,490-29.9% |
| Participation rate | 98.4% | 60.7%+37.7pp | 69.0%+29.4pp | 67.9%+30.5pp |
| Annual return | -4.41% | -12.70%+8.3pp | -6.37%+2.0pp | -7.85%+3.4pp |
| Employer contribution / active EE | $448 | $1,829-75.5% | $2,656-83.1% | $2,597-82.8% |
| Participant deferral / active EE | $606 | $2,867-78.8% | $3,942-84.6% | $4,028-84.9% |
| Admin fee / account holder | $1,532 | $4,361-64.9% | $4,936-69.0% | $5,403-71.6% |