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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 | $28,136 | $42,917-34.4% | $60,899-53.8% | $68,495-58.9% |
| Participation rate | 94.9% | 66.8%+28.1pp | 73.1%+21.8pp | 67.9%+27.0pp |
| Annual return | -12.16% | -13.99%+1.8pp | 16.92%-29.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,288 | $1,979-34.9% | $2,702-52.3% | $2,596-50.4% |
| Participant deferral / active EE | $274 | $2,867-90.5% | $3,817-92.8% | $4,028-93.2% |
| Admin fee / account holder | $4,822 | $3,102+55.4% | $3,225+49.5% | $5,403-10.8% |