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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 | $37,336 | $82,678-54.8% | $125,391-70.2% | $68,490-45.5% |
| Participation rate | 90.7% | 75.1%+15.7pp | 82.4%+8.4pp | 67.9%+22.8pp |
| Annual return | -6.24% | -5.97%-0.3pp | 572.41%-578.7pp | -7.85%+1.6pp |
| Employer contribution / active EE | $2,058 | $3,382-39.1% | $4,816-57.3% | $2,597-20.7% |
| Participant deferral / active EE | $2,247 | $6,111-63.2% | $7,448-69.8% | $4,028-44.2% |
| Admin fee / account holder | $697 | $6,277-88.9% | $10,009-93.0% | $5,403-87.1% |