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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 | $19,440 | $73,863-73.7% | $143,797-86.5% | $68,490-71.6% |
| Participation rate | 73.9% | 66.7%+7.2pp | 80.3%-6.4pp | 67.9%+6.0pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $618 | $3,185-80.6% | $4,952-87.5% | $2,597-76.2% |
| Participant deferral / active EE | $419 | $3,385-87.6% | $5,638-92.6% | $4,028-89.6% |
| Admin fee / account holder | $5,556 | $5,756-3.5% | $14,679-62.1% | $5,403+2.8% |