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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 | $11,740 | $85,790-86.3% | $67,313-82.6% | $135,379-91.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.77% | -0.54%-6.2pp | -4.08%-2.7pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,777 | $3,487-49.0% | $2,566-30.7% | $4,779-62.8% |
| Participant deferral / active EE | $927 | $4,651-80.1% | $3,568-74.0% | $5,609-83.5% |
| Admin fee / account holder | $1,308 | $6,392-79.5% | $4,507-71.0% | $10,828-87.9% |