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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 | $16,933 | $73,848-77.1% | $143,799-88.2% | $68,486-75.3% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $729 | $3,184-77.1% | $4,952-85.3% | $2,597-71.9% |
| Participant deferral / active EE | $703 | $3,385-79.2% | $5,638-87.5% | $4,028-82.6% |
| Admin fee / account holder | $456 | $5,755-92.1% | $14,677-96.9% | $5,404-91.6% |