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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 | $24,881 | $87,546-71.6% | $75,784-67.2% | $125,389-80.2% |
| Participation rate | 81.8% | 80.2%+1.6pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -0.73% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,397 | $3,930-64.5% | $3,323-58.0% | $4,866-71.3% |
| Participant deferral / active EE | $555 | $4,230-86.9% | $3,652-84.8% | $5,352-89.6% |
| Admin fee / account holder | $779 | $6,503-88.0% | $5,300-85.3% | $9,541-91.8% |