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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 | $175,838 | $73,863+138.1% | $143,797+22.3% | $68,490+156.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.95% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $586 | $3,185-81.6% | $4,952-88.2% | $2,597-77.4% |
| Participant deferral / active EE | $819 | $3,385-75.8% | $5,638-85.5% | $4,028-79.7% |
| Admin fee / account holder | $3,527 | $5,756-38.7% | $14,679-76.0% | $5,403-34.7% |