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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 | $33,337 | $167,504-80.1% | $151,628-78.0% | $134,509-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.52% | 7.81%-21.3pp | 3.34%-16.9pp | 418.13%-431.7pp |
| Employer contribution / active EE | $3,458 | $6,828-49.4% | $6,165-43.9% | $4,741-27.1% |
| Participant deferral / active EE | $964 | $8,985-89.3% | $8,363-88.5% | $6,400-84.9% |
| Admin fee / account holder | $386 | $13,779-97.2% | $11,613-96.7% | $11,427-96.6% |