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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 | $39,824 | $127,100-68.7% | $105,738-62.3% | $135,379-70.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.39% | 4.49%-11.9pp | 6.27%-13.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,497 | $4,107-63.5% | $3,268-54.2% | $4,779-68.7% |
| Participant deferral / active EE | $1,310 | $5,064-74.1% | $4,080-67.9% | $5,609-76.6% |
| Admin fee / account holder | $4,585 | $9,087-49.5% | $6,913-33.7% | $10,828-57.7% |