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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 | $22,801 | $73,863-69.1% | $143,797-84.1% | $68,490-66.7% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -7.26% | 0.91%-8.2pp | -0.04%-7.2pp | -7.85%+0.6pp |
| Employer contribution / active EE | $1,885 | $3,185-40.8% | $4,952-61.9% | $2,597-27.4% |
| Participant deferral / active EE | $837 | $3,385-75.3% | $5,638-85.1% | $4,028-79.2% |
| Admin fee / account holder | $826 | $5,756-85.6% | $14,679-94.4% | $5,403-84.7% |