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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 | $21,770 | $77,816-72.0% | $123,552-82.4% | $64,173-66.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.16% | 12.49%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,426 | $3,014-52.7% | $4,628-69.2% | $2,381-40.1% |
| Participant deferral / active EE | $1,653 | $5,240-68.5% | $6,426-74.3% | $3,470-52.4% |
| Admin fee / account holder | $2,851 | $5,519-48.3% | $9,285-69.3% | $4,887-41.7% |