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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 | $32,678 | $83,908-61.1% | $68,509-52.3% | $125,389-73.9% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -1.50% | 14.48%-16.0pp | 8.27%-9.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $715 | $3,031-76.4% | $2,278-68.6% | $4,866-85.3% |
| Participant deferral / active EE | $1,077 | $4,125-73.9% | $3,382-68.2% | $5,352-79.9% |
| Admin fee / account holder | $468 | $8,982-94.8% | $5,275-91.1% | $9,541-95.1% |