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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 | $20,804 | $73,839-71.8% | $143,788-85.5% | $68,495-69.6% |
| Participation rate | 86.8% | 66.7%+20.2pp | 80.3%+6.5pp | 67.9%+19.0pp |
| Annual return | -17.72% | 1.01%-18.7pp | -0.03%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,133 | $3,184-64.4% | $4,952-77.1% | $2,596-56.4% |
| Participant deferral / active EE | $580 | $3,384-82.9% | $5,638-89.7% | $4,028-85.6% |
| Admin fee / account holder | $1,892 | $5,755-67.1% | $14,675-87.1% | $5,403-65.0% |