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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 | $60,894 | $92,219-34.0% | $76,767-20.7% | $135,380-55.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.23% | 5.46%-13.7pp | 2.43%-10.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,679 | $3,216-16.7% | $2,485+7.8% | $4,779-43.9% |
| Participant deferral / active EE | $1,328 | $4,508-70.5% | $3,852-65.5% | $5,609-76.3% |
| Admin fee / account holder | $1,941 | $10,749-81.9% | $6,675-70.9% | $10,828-82.1% |