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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 | $13,566 | $73,839-81.6% | $143,788-90.6% | $68,495-80.2% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -12.59% | 1.01%-13.6pp | -0.03%-12.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,645 | $3,184-16.9% | $4,952-46.6% | $2,596+1.9% |
| Participant deferral / active EE | $251 | $3,384-92.6% | $5,638-95.5% | $4,028-93.8% |
| Admin fee / account holder | $1,582 | $5,755-72.5% | $14,675-89.2% | $5,403-70.7% |