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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 | $12,871 | $75,962-83.1% | $154,108-91.6% | $64,173-79.9% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -7.14% | 30.32%-37.5pp | 735.21%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,346 | $3,350-59.8% | $5,298-74.6% | $2,381-43.5% |
| Participant deferral / active EE | $633 | $3,175-80.1% | $5,081-87.5% | $3,470-81.8% |
| Admin fee / account holder | $530 | $5,589-90.5% | $13,411-96.0% | $4,887-89.2% |