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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 | $33,517 | $113,941-70.6% | $94,228-64.4% | $125,388-73.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.83% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,219 | $4,727-74.2% | $3,587-66.0% | $4,866-75.0% |
| Participant deferral / active EE | $318 | $5,179-93.9% | $4,320-92.6% | $5,352-94.1% |
| Admin fee / account holder | $720 | $8,392-91.4% | $6,269-88.5% | $9,541-92.5% |