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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 | $31,491 | $75,832-58.5% | $147,617-78.7% | $59,633-47.2% |
| Participation rate | 77.4% | 71.6%+5.9pp | 84.6%-7.2pp | 68.7%+8.7pp |
| Annual return | -1.45% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,302 | $3,485-33.9% | $5,564-58.6% | $2,203+4.5% |
| Participant deferral / active EE | $718 | $3,131-77.1% | $4,895-85.3% | $3,192-77.5% |
| Admin fee / account holder | $1,615 | $5,986-73.0% | $11,612-86.1% | $4,297-62.4% |