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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 | $12,323 | $69,518-82.3% | $59,887-79.4% | $135,379-90.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -4.05% | 7.95%-12.0pp | 3.46%-7.5pp | 519.79%-523.8pp |
| Employer contribution / active EE | $3,312 | $3,235+2.4% | $2,722+21.7% | $4,779-30.7% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,149 | $5,734-80.0% | $3,591-68.0% | $10,828-89.4% |