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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 | $33,983 | $82,324-58.7% | $68,803-50.6% | $134,545-74.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.99% | -2.17%-8.8pp | -6.37%-4.6pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,253 | $3,302-31.8% | $2,656-15.2% | $4,742-52.5% |
| Participant deferral / active EE | $728 | $4,740-84.6% | $3,942-81.5% | $6,401-88.6% |
| Admin fee / account holder | $3,081 | $6,485-52.5% | $4,936-37.6% | $11,431-73.0% |