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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 | $23,541 | $71,873-67.2% | $86,698-72.8% | $68,490-65.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.35% | 3.54%-15.9pp | 35.96%-48.3pp | -7.85%-4.5pp |
| Employer contribution / active EE | $1,923 | $2,173-11.5% | $2,837-32.2% | $2,597-25.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $662 | $6,110-89.2% | $7,492-91.2% | $5,403-87.7% |