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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 | $18,181 | $75,962-76.1% | $154,111-88.2% | $64,173-71.7% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.8pp | 69.6%+14.3pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $605 | $3,350-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $650 | $3,175-79.5% | $5,081-87.2% | $3,470-81.3% |
| Admin fee / account holder | $3,514 | $5,589-37.1% | $13,411-73.8% | $4,887-28.1% |