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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 | $29,928 | $82,678-63.8% | $125,391-76.1% | $68,490-56.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $739 | $3,382-78.2% | $4,816-84.7% | $2,597-71.5% |
| Participant deferral / active EE | $1,582 | $6,111-74.1% | $7,448-78.8% | $4,028-60.7% |
| Admin fee / account holder | $2,102 | $6,277-66.5% | $10,009-79.0% | $5,403-61.1% |