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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 | $28,960 | $81,870-64.6% | $119,622-75.8% | $68,486-57.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.63% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,161 | $2,692-56.9% | $4,232-72.6% | $2,597-55.3% |
| Participant deferral / active EE | $1,439 | $4,148-65.3% | $5,601-74.3% | $4,028-64.3% |
| Admin fee / account holder | $617 | $6,583-90.6% | $10,328-94.0% | $5,404-88.6% |