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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 | $20,826 | $92,219-77.4% | $76,767-72.9% | $135,380-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 5.46%-9.7pp | 2.43%-6.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,525 | $3,216+9.6% | $2,485+41.8% | $4,779-26.2% |
| Participant deferral / active EE | $1,317 | $4,508-70.8% | $3,852-65.8% | $5,609-76.5% |
| Admin fee / account holder | $354 | $10,749-96.7% | $6,675-94.7% | $10,828-96.7% |