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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 | $12,693 | $73,863-82.8% | $143,797-91.2% | $68,490-81.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.07% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $691 | $3,185-78.3% | $4,952-86.1% | $2,597-73.4% |
| Participant deferral / active EE | $631 | $3,385-81.3% | $5,638-88.8% | $4,028-84.3% |
| Admin fee / account holder | $2,926 | $5,756-49.2% | $14,679-80.1% | $5,403-45.8% |