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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 | $34,760 | $81,870-57.5% | $119,634-70.9% | $68,490-49.2% |
| Participation rate | 93.0% | 71.9%+21.1pp | 79.3%+13.8pp | 67.9%+25.1pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $928 | $2,692-65.5% | $4,232-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $1,388 | $4,148-66.5% | $5,601-75.2% | $4,028-65.5% |
| Admin fee / account holder | $551 | $6,583-91.6% | $10,329-94.7% | $5,403-89.8% |