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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 | $41,903 | $48,267-13.2% | $68,808-39.1% | $68,486-38.8% |
| Participation rate | 97.1% | 60.7%+36.4pp | 69.0%+28.0pp | 67.9%+29.2pp |
| Annual return | -0.12% | -12.70%+12.6pp | -6.37%+6.3pp | -7.85%+7.7pp |
| Employer contribution / active EE | $3,308 | $1,829+80.9% | $2,656+24.6% | $2,597+27.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,626 | $4,362-16.9% | $4,936-26.5% | $5,404-32.9% |