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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 | $33,253 | $75,962-56.2% | $154,108-78.4% | $64,173-48.2% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.7pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,705 | $3,350-49.1% | $5,298-67.8% | $2,381-28.4% |
| Participant deferral / active EE | $688 | $3,175-78.3% | $5,081-86.5% | $3,470-80.2% |
| Admin fee / account holder | $914 | $5,589-83.6% | $13,411-93.2% | $4,887-81.3% |