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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 | $21,774 | $46,697-53.4% | $117,533-81.5% | $68,486-68.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -12.65% | -14.52%+1.9pp | 29.77%-42.4pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,641 | $1,506+9.0% | $4,179-60.7% | $2,597-36.8% |
| Participant deferral / active EE | $251 | $2,637-90.5% | $4,072-93.8% | $4,028-93.8% |
| Admin fee / account holder | $10,119 | $4,023+151.6% | $5,647+79.2% | $5,404+87.3% |