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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 | $31,614 | $127,096-75.1% | $105,736-70.1% | $135,380-76.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 76.3%-6.3pp | 82.6%-12.6pp |
| Annual return | -3.84% | 4.49%-8.3pp | 6.27%-10.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,078 | $4,107-49.4% | $3,268-36.4% | $4,779-56.5% |
| Participant deferral / active EE | $702 | $5,064-86.1% | $4,080-82.8% | $5,609-87.5% |
| Admin fee / account holder | $27,805 | $9,087+206.0% | $6,913+302.2% | $10,828+156.8% |