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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 | $13,355 | $73,863-81.9% | $143,797-90.7% | $68,490-80.5% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -16.52% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $827 | $3,185-74.0% | $4,952-83.3% | $2,597-68.2% |
| Participant deferral / active EE | $363 | $3,385-89.3% | $5,638-93.6% | $4,028-91.0% |
| Admin fee / account holder | $693 | $5,756-88.0% | $14,679-95.3% | $5,403-87.2% |