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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 | $24,050 | $87,546-72.5% | $75,784-68.3% | $125,389-80.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.50% | 13.49%-15.0pp | 9.68%-11.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $638 | $3,930-83.8% | $3,323-80.8% | $4,866-86.9% |
| Participant deferral / active EE | $831 | $4,230-80.4% | $3,652-77.3% | $5,352-84.5% |
| Admin fee / account holder | $2,887 | $6,503-55.6% | $5,300-45.5% | $9,541-69.7% |