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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 | $19,111 | $53,546-64.3% | $69,890-72.7% | $68,490-72.1% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -17.68% | -13.87%-3.8pp | 190.84%-208.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,028 | $2,019-49.1% | $2,560-59.9% | $2,597-60.4% |
| Participant deferral / active EE | $328 | $2,957-88.9% | $3,848-91.5% | $4,028-91.9% |
| Admin fee / account holder | $1,554 | $4,693-66.9% | $6,267-75.2% | $5,403-71.2% |