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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 | $14,516 | $48,267-69.9% | $68,808-78.9% | $68,486-78.8% |
| Participation rate | 88.9% | 60.7%+28.2pp | 69.0%+19.9pp | 67.9%+21.0pp |
| Annual return | -16.28% | -12.70%-3.6pp | -6.37%-9.9pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,111 | $1,829-39.3% | $2,656-58.2% | $2,597-57.2% |
| Participant deferral / active EE | $876 | $2,867-69.4% | $3,942-77.8% | $4,028-78.2% |
| Admin fee / account holder | $1,882 | $4,362-56.9% | $4,936-61.9% | $5,404-65.2% |