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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 | $66,135 | $77,816-15.0% | $123,552-46.5% | $64,173+3.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.63% | 12.49%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,089 | $3,014-63.9% | $4,628-76.5% | $2,381-54.2% |
| Participant deferral / active EE | $858 | $5,240-83.6% | $6,426-86.7% | $3,470-75.3% |
| Admin fee / account holder | $2,641 | $5,519-52.2% | $9,285-71.6% | $4,887-46.0% |