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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 | $31,848 | $76,912-58.6% | $129,118-75.3% | $68,490-53.5% |
| Participation rate | 98.2% | 69.1%+29.1pp | 77.2%+21.0pp | 67.9%+30.3pp |
| Annual return | 1.01% | -9.78%+10.8pp | -10.94%+12.0pp | -7.85%+8.9pp |
| Employer contribution / active EE | $2,305 | $3,243-28.9% | $5,051-54.4% | $2,597-11.2% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39,681 | $6,638+497.8% | $14,305+177.4% | $5,403+634.4% |