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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 | $44,722 | $64,729-30.9% | $112,263-60.2% | $68,490-34.7% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | 1.33% | -11.40%+12.7pp | 27.49%-26.2pp | -7.85%+9.2pp |
| Employer contribution / active EE | $2,143 | $2,746-22.0% | $3,636-41.1% | $2,597-17.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,827 | $5,222-65.0% | $6,410-71.5% | $5,403-66.2% |