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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 | $36,833 | $73,019-49.6% | $90,766-59.4% | $68,490-46.2% |
| Participation rate | 91.2% | 70.8%+20.3pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -15.69% | -13.81%-1.9pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,471 | $2,193-32.9% | $2,922-49.7% | $2,597-43.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,027 | $5,897-14.7% | $8,446-40.5% | $5,403-7.0% |