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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 | $12,227 | $45,872-73.3% | $77,100-84.1% | $68,490-82.1% |
| Participation rate | 86.7% | 55.9%+30.7pp | 67.9%+18.7pp | 67.9%+18.8pp |
| Annual return | -17.34% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,887 | $1,650+14.4% | $2,815-33.0% | $2,597-27.3% |
| Participant deferral / active EE | $599 | $2,963-79.8% | $4,430-86.5% | $4,028-85.1% |
| Admin fee / account holder | $1,389 | $3,041-54.3% | $5,443-74.5% | $5,403-74.3% |