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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 | $15,969 | $75,962-79.0% | $154,108-89.6% | $64,173-75.1% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -6.65% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,440 | $3,350-57.0% | $5,298-72.8% | $2,381-39.5% |
| Participant deferral / active EE | $397 | $3,175-87.5% | $5,081-92.2% | $3,470-88.6% |
| Admin fee / account holder | $3,209 | $5,589-42.6% | $13,411-76.1% | $4,887-34.3% |