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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 | $28,970 | $49,177-41.1% | $79,466-63.5% | $64,173-54.9% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.6%+28.6pp |
| Annual return | -1.83% | -1.16%-0.7pp | 718.28%-720.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $757 | $2,076-63.6% | $2,800-73.0% | $2,381-68.2% |
| Participant deferral / active EE | $369 | $2,821-86.9% | $3,704-90.0% | $3,470-89.4% |
| Admin fee / account holder | $5,187 | $3,839+35.1% | $5,104+1.6% | $4,887+6.1% |