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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 | $22,532 | $73,863-69.5% | $143,797-84.3% | $68,490-67.1% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -13.38% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,227 | $3,185-61.5% | $4,952-75.2% | $2,597-52.8% |
| Participant deferral / active EE | $874 | $3,385-74.2% | $5,638-84.5% | $4,028-78.3% |
| Admin fee / account holder | $9,322 | $5,756+62.0% | $14,679-36.5% | $5,403+72.5% |