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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 | $22,082 | $53,546-58.8% | $69,890-68.4% | $68,490-67.8% |
| Participation rate | 94.0% | 64.5%+29.5pp | 70.5%+23.5pp | 67.9%+26.1pp |
| Annual return | -7.97% | -13.87%+5.9pp | 190.84%-198.8pp | -7.85%-0.1pp |
| Employer contribution / active EE | $1,334 | $2,019-33.9% | $2,560-47.9% | $2,597-48.6% |
| Participant deferral / active EE | $1,005 | $2,957-66.0% | $3,848-73.9% | $4,028-75.0% |
| Admin fee / account holder | $1,979 | $4,693-57.8% | $6,267-68.4% | $5,403-63.4% |