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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 | $32,264 | $87,705-63.2% | $63,517-49.2% | $125,393-74.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.35% | 21.70%-23.0pp | -70.30%+68.9pp | 282.23%-283.6pp |
| Employer contribution / active EE | $1,425 | $3,601-60.4% | $2,322-38.6% | $4,866-70.7% |
| Participant deferral / active EE | $617 | $3,939-84.3% | $2,953-79.1% | $5,351-88.5% |
| Admin fee / account holder | $344 | $11,948-97.1% | $5,892-94.2% | $9,541-96.4% |