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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 | $69,541-57.1% | $59,899-50.2% | $135,380-78.0% |
| 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 | 519.81%-524.7pp |
| Employer contribution / active EE | $4,428 | $3,236+36.8% | $2,723+62.6% | $4,779-7.3% |
| Participant deferral / active EE | $610 | $4,206-85.5% | $3,402-82.1% | $5,609-89.1% |
| Admin fee / account holder | $2,443 | $5,737-57.4% | $3,592-32.0% | $10,828-77.4% |