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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 | $29,559 | $77,817-62.0% | $123,553-76.1% | $64,173-53.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.24% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,134 | $3,014-62.4% | $4,628-75.5% | $2,381-52.4% |
| Participant deferral / active EE | $1,668 | $5,240-68.2% | $6,426-74.0% | $3,470-51.9% |
| Admin fee / account holder | $11,358 | $5,519+105.8% | $9,284+22.3% | $4,887+132.4% |