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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 | $24,744 | $54,162-54.3% | $68,612-63.9% | $64,173-61.4% |
| Participation rate | 79.6% | 68.1%+11.6pp | 72.2%+7.4pp | 69.6%+10.1pp |
| Annual return | -6.26% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $685 | $1,846-62.9% | $2,625-73.9% | $2,381-71.2% |
| Participant deferral / active EE | $755 | $2,626-71.3% | $3,311-77.2% | $3,470-78.2% |
| Admin fee / account holder | $1,646 | $4,029-59.1% | $5,131-67.9% | $4,887-66.3% |