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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 | $34,486 | $72,388-52.4% | $111,392-69.0% | $64,173-46.3% |
| Participation rate | 98.3% | 70.5%+27.8pp | 78.9%+19.4pp | 69.6%+28.7pp |
| Annual return | -1.25% | -1.50%+0.3pp | -2.06%+0.8pp | 7.63%-8.9pp |
| Employer contribution / active EE | $3,638 | $3,000+21.3% | $4,328-16.0% | $2,381+52.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,767 | $5,719-51.6% | $12,266-77.4% | $4,887-43.4% |