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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 | $25,238 | $32,037-21.2% | $69,182-63.5% | $62,881-59.9% |
| Participation rate | 97.4% | 43.4%+53.9pp | 55.1%+42.3pp | 69.3%+28.1pp |
| Annual return | 6.12% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $526 | $679-22.5% | $1,206-56.4% | $2,281-76.9% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $844 | $2,608-67.6% | $2,697-68.7% | $4,296-80.3% |