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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 | $23,015 | $73,839-68.8% | $143,788-84.0% | $68,495-66.4% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -13.65% | 1.01%-14.7pp | -0.03%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,590 | $3,184-50.0% | $4,952-67.9% | $2,596-38.7% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,382 | $5,755-23.9% | $14,675-70.1% | $5,403-18.9% |