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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 | $19,270 | $73,848-73.9% | $143,799-86.6% | $68,486-71.9% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -19.09% | 0.91%-20.0pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,592 | $3,184+12.8% | $4,952-27.5% | $2,597+38.3% |
| Participant deferral / active EE | $553 | $3,385-83.7% | $5,638-90.2% | $4,028-86.3% |
| Admin fee / account holder | $832 | $5,755-85.5% | $14,677-94.3% | $5,404-84.6% |