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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 | $26,588 | $77,817-65.8% | $123,553-78.5% | $64,173-58.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.15% | 12.49%-16.6pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $723 | $3,014-76.0% | $4,628-84.4% | $2,381-69.6% |
| Participant deferral / active EE | $1,445 | $5,240-72.4% | $6,426-77.5% | $3,470-58.3% |
| Admin fee / account holder | $1,016 | $5,519-81.6% | $9,284-89.1% | $4,887-79.2% |