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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 | $29,844 | $69,518-57.1% | $59,883-50.2% | $135,377-78.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.87% | 7.95%-12.8pp | 3.46%-8.3pp | 519.75%-524.6pp |
| Employer contribution / active EE | $4,428 | $3,235+36.9% | $2,722+62.7% | $4,779-7.3% |
| Participant deferral / active EE | $610 | $4,204-85.5% | $3,402-82.1% | $5,609-89.1% |
| Admin fee / account holder | $2,443 | $5,734-57.4% | $3,591-32.0% | $10,828-77.4% |