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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 | $19,807 | $42,917-53.8% | $60,899-67.5% | $68,495-71.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.40% | -13.99%+4.6pp | 16.92%-26.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,417 | $1,979-28.4% | $2,702-47.6% | $2,596-45.4% |
| Participant deferral / active EE | $834 | $2,867-70.9% | $3,817-78.2% | $4,028-79.3% |
| Admin fee / account holder | $5,493 | $3,102+77.0% | $3,225+70.3% | $5,403+1.7% |