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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 | $24,857 | $50,958-51.2% | $74,552-66.7% | $64,181-61.3% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -4.29% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $893 | $1,115-19.9% | $1,961-54.5% | $2,381-62.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,199 | $4,223-71.6% | $5,060-76.3% | $4,887-75.5% |