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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 | $36,103 | $73,848-51.1% | $143,799-74.9% | $68,486-47.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -4.83% | 0.91%-5.7pp | -0.04%-4.8pp | -7.85%+3.0pp |
| Employer contribution / active EE | $7,325 | $3,184+130.0% | $4,952+47.9% | $2,597+182.1% |
| Participant deferral / active EE | $786 | $3,385-76.8% | $5,638-86.1% | $4,028-80.5% |
| Admin fee / account holder | $4,708 | $5,755-18.2% | $14,677-67.9% | $5,404-12.9% |