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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 | $33,247 | $87,546-62.0% | $75,784-56.1% | $125,389-73.5% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.97% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,915 | $3,930-25.8% | $3,323-12.3% | $4,866-40.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $322 | $6,503-95.0% | $5,300-93.9% | $9,541-96.6% |