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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 | $7,869 | $48,235-83.7% | $68,803-88.6% | $68,490-88.5% |
| Participation rate | 88.6% | 60.7%+27.9pp | 69.0%+19.6pp | 67.9%+20.7pp |
| Annual return | 5.09% | -12.70%+17.8pp | -6.37%+11.5pp | -7.85%+12.9pp |
| Employer contribution / active EE | $2,571 | $1,829+40.6% | $2,656-3.2% | $2,597-1.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,042 | $4,361-76.1% | $4,936-78.9% | $5,403-80.7% |