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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 | $21,469 | $167,362-87.2% | $143,799-85.1% | $134,532-84.0% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -12.49% | 0.47%-13.0pp | -0.04%-12.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,178 | $5,620-79.0% | $4,952-76.2% | $4,741-75.1% |
| Participant deferral / active EE | $846 | $6,447-86.9% | $5,638-85.0% | $6,401-86.8% |
| Admin fee / account holder | $1,406 | $18,094-92.2% | $14,677-90.4% | $11,429-87.7% |