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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 | $34,146 | $49,280-30.7% | $67,313-49.3% | $64,173-46.8% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | -3.09% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,636 | $1,668+117.9% | $2,566+41.7% | $2,381+52.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $913 | $3,863-76.4% | $4,507-79.7% | $4,887-81.3% |