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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 | $19,712 | $56,484-65.1% | $169,452-88.4% | $64,173-69.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.15% | -1.55%-5.6pp | 1.83%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,481 | $1,832+199.1% | $4,157+31.9% | $2,381+130.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $416 | $4,174-90.0% | $9,110-95.4% | $4,887-91.5% |