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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 | $34,543 | $48,235-28.4% | $68,803-49.8% | $68,490-49.6% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | -17.12% | -12.70%-4.4pp | -6.37%-10.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $6,514 | $1,829+256.2% | $2,656+145.3% | $2,597+150.9% |
| Participant deferral / active EE | $407 | $2,867-85.8% | $3,942-89.7% | $4,028-89.9% |
| Admin fee / account holder | $11,166 | $4,361+156.0% | $4,936+126.2% | $5,403+106.7% |