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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 | $23,383 | $54,726-57.3% | $68,793-66.0% | $64,181-63.6% |
| Participation rate | 86.5% | 68.0%+18.5pp | 72.2%+14.3pp | 69.6%+17.0pp |
| Annual return | -5.49% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,261 | $1,846+22.5% | $2,625-13.9% | $2,381-5.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $304 | $4,027-92.4% | $5,131-94.1% | $4,887-93.8% |