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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 | $23,755 | $63,953-62.9% | $54,726-56.6% | $135,380-82.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.07% | -5.77%+3.7pp | -4.56%+2.5pp | 519.81%-521.9pp |
| Employer contribution / active EE | $2,802 | $4,256-34.2% | $3,449-18.8% | $4,779-41.4% |
| Participant deferral / active EE | $912 | $4,810-81.0% | $3,953-76.9% | $5,609-83.7% |
| Admin fee / account holder | $6,555 | $4,567+43.5% | $3,818+71.7% | $10,828-39.5% |