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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 | $31,171 | $92,219-66.2% | $76,767-59.4% | $135,380-77.0% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -7.46% | 5.46%-12.9pp | 2.43%-9.9pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,075 | $3,216-66.6% | $2,485-56.8% | $4,779-77.5% |
| Participant deferral / active EE | $305 | $4,508-93.2% | $3,852-92.1% | $5,609-94.6% |
| Admin fee / account holder | $8,888 | $10,749-17.3% | $6,675+33.2% | $10,828-17.9% |