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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 | $43,780 | $71,878-39.1% | $86,698-49.5% | $68,486-36.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.68% | 3.53%-17.2pp | 35.95%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,538 | $2,173-29.2% | $2,837-45.8% | $2,597-40.8% |
| Participant deferral / active EE | $540 | $3,779-85.7% | $4,656-88.4% | $4,028-86.6% |
| Admin fee / account holder | $2,470 | $6,113-59.6% | $7,493-67.0% | $5,404-54.3% |