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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 | $22,739 | $75,962-70.1% | $154,108-85.2% | $64,173-64.6% |
| Participation rate | 71.0% | 70.4%+0.6pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $491 | $3,350-85.3% | $5,298-90.7% | $2,381-79.4% |
| Participant deferral / active EE | $570 | $3,175-82.0% | $5,081-88.8% | $3,470-83.6% |
| Admin fee / account holder | $1,512 | $5,589-73.0% | $13,411-88.7% | $4,887-69.1% |