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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 | $37,670 | $73,019-48.4% | $90,766-58.5% | $68,490-45.0% |
| Participation rate | 76.5% | 70.8%+5.6pp | 75.7%+0.8pp | 67.9%+8.6pp |
| Annual return | -14.56% | -13.81%-0.7pp | -12.16%-2.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,287 | $2,193-41.3% | $2,922-56.0% | $2,597-50.4% |
| Participant deferral / active EE | $1,200 | $3,626-66.9% | $4,565-73.7% | $4,028-70.2% |
| Admin fee / account holder | $2,589 | $5,897-56.1% | $8,446-69.3% | $5,403-52.1% |