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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 | $19,372 | $73,848-73.8% | $143,799-86.5% | $68,486-71.7% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -0.55% | 0.91%-1.5pp | -0.04%-0.5pp | -7.85%+7.3pp |
| Employer contribution / active EE | $469 | $3,184-85.3% | $4,952-90.5% | $2,597-81.9% |
| Participant deferral / active EE | $887 | $3,385-73.8% | $5,638-84.3% | $4,028-78.0% |
| Admin fee / account holder | $3,066 | $5,755-46.7% | $14,677-79.1% | $5,404-43.3% |