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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 | $44,291 | $73,848-40.0% | $143,799-69.2% | $68,486-35.3% |
| Participation rate | 94.8% | 66.7%+28.1pp | 80.3%+14.5pp | 67.9%+26.9pp |
| Annual return | -4.47% | 0.91%-5.4pp | -0.04%-4.4pp | -7.85%+3.4pp |
| Employer contribution / active EE | $1,169 | $3,184-63.3% | $4,952-76.4% | $2,597-55.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,046 | $5,755-64.4% | $14,677-86.1% | $5,404-62.1% |