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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 | $33,499 | $49,280-32.0% | $67,313-50.2% | $64,173-47.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.02% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,329 | $1,668+39.6% | $2,566-9.2% | $2,381-2.2% |
| Participant deferral / active EE | $156 | $2,484-93.7% | $3,568-95.6% | $3,470-95.5% |
| Admin fee / account holder | $2,314 | $3,863-40.1% | $4,507-48.6% | $4,887-52.6% |