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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 | $13,858 | $75,962-81.8% | $154,108-91.0% | $64,173-78.4% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | -3.74% | 30.32%-34.1pp | 735.21%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,928 | $3,350-42.4% | $5,298-63.6% | $2,381-19.0% |
| Participant deferral / active EE | $198 | $3,175-93.8% | $5,081-96.1% | $3,470-94.3% |
| Admin fee / account holder | $573 | $5,589-89.8% | $13,411-95.7% | $4,887-88.3% |