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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 | $12,596 | $73,863-82.9% | $143,797-91.2% | $68,490-81.6% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.13% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,307 | $3,185-59.0% | $4,952-73.6% | $2,597-49.7% |
| Participant deferral / active EE | $893 | $3,385-73.6% | $5,638-84.2% | $4,028-77.8% |
| Admin fee / account holder | $1,744 | $5,756-69.7% | $14,679-88.1% | $5,403-67.7% |