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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 | $54,004 | $92,219-41.4% | $76,768-29.7% | $135,379-60.1% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -0.60% | 5.46%-6.1pp | 2.43%-3.0pp | 519.79%-520.4pp |
| Employer contribution / active EE | $611 | $3,216-81.0% | $2,485-75.4% | $4,779-87.2% |
| Participant deferral / active EE | $877 | $4,508-80.5% | $3,852-77.2% | $5,609-84.4% |
| Admin fee / account holder | $326 | $10,749-97.0% | $6,675-95.1% | $10,828-97.0% |