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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 | $26,621 | $42,917-38.0% | $60,899-56.3% | $68,495-61.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.44% | -13.99%+2.5pp | 16.92%-28.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $974 | $1,979-50.8% | $2,702-63.9% | $2,596-62.5% |
| Participant deferral / active EE | $492 | $2,867-82.8% | $3,817-87.1% | $4,028-87.8% |
| Admin fee / account holder | $331 | $3,102-89.3% | $3,225-89.7% | $5,403-93.9% |