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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 | $23,517 | $76,912-69.4% | $129,118-81.8% | $68,486-65.7% |
| Participation rate | 98.0% | 69.1%+28.8pp | 77.2%+20.7pp | 67.9%+30.1pp |
| Annual return | -1.27% | -9.78%+8.5pp | -10.94%+9.7pp | -7.85%+6.6pp |
| Employer contribution / active EE | $2,356 | $3,243-27.3% | $5,051-53.4% | $2,597-9.3% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,299 | $6,638+100.4% | $14,305-7.0% | $5,404+146.1% |