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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 | $24,072 | $127,387-81.1% | $115,038-79.1% | $125,389-80.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.63% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,005 | $5,166-80.6% | $4,608-78.2% | $4,866-79.4% |
| Participant deferral / active EE | $1,590 | $6,423-75.2% | $6,026-73.6% | $5,352-70.3% |
| Admin fee / account holder | $375 | $9,516-96.1% | $8,175-95.4% | $9,541-96.1% |