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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 | $17,136 | $40,275-57.5% | $57,356-70.1% | $59,633-71.3% |
| Participation rate | 86.7% | 69.1%+17.5pp | 75.1%+11.6pp | 68.7%+18.0pp |
| Annual return | -1.08% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $551 | $1,921-71.3% | $2,689-79.5% | $2,203-75.0% |
| Participant deferral / active EE | $573 | $2,400-76.1% | $3,162-81.9% | $3,192-82.1% |
| Admin fee / account holder | $336 | $2,820-88.1% | $3,357-90.0% | $4,297-92.2% |