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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 | $20,866 | $59,107-64.7% | $86,439-75.9% | $68,498-69.5% |
| Participation rate | 84.8% | 75.2%+9.5pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -16.32% | -0.23%-16.1pp | 4395.55%-4411.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $796 | $2,519-68.4% | $3,769-78.9% | $2,596-69.3% |
| Participant deferral / active EE | $2,555 | $5,901-56.7% | $6,952-63.2% | $4,027-36.6% |
| Admin fee / account holder | $1,688 | $5,637-70.0% | $6,732-74.9% | $5,403-68.8% |