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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 | $14,361 | $73,848-80.6% | $143,799-90.0% | $68,486-79.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -9.16% | 0.91%-10.1pp | -0.04%-9.1pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,377 | $3,184-56.8% | $4,952-72.2% | $2,597-47.0% |
| Participant deferral / active EE | $37 | $3,385-98.9% | $5,638-99.3% | $4,028-99.1% |
| Admin fee / account holder | $12,191 | $5,755+111.8% | $14,677-16.9% | $5,404+125.6% |