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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 | $30,794 | $59,107-47.9% | $86,439-64.4% | $68,495-55.0% |
| Participation rate | 75.9% | 75.2%+0.6pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | -13.60% | -0.23%-13.4pp | 4395.55%-4409.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $436 | $2,519-82.7% | $3,769-88.4% | $2,596-83.2% |
| Participant deferral / active EE | $2,427 | $5,901-58.9% | $6,952-65.1% | $4,028-39.8% |
| Admin fee / account holder | $2,390 | $5,637-57.6% | $6,732-64.5% | $5,403-55.8% |