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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 | $37,170 | $82,674-55.0% | $125,381-70.4% | $68,486-45.7% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $877 | $3,382-74.1% | $4,815-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $1,238 | $6,111-79.7% | $7,448-83.4% | $4,028-69.3% |
| Admin fee / account holder | $3,522 | $6,277-43.9% | $10,007-64.8% | $5,404-34.8% |