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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 | $18,051 | $105,866-82.9% | $90,766-80.1% | $134,545-86.6% |
| Participation rate | 77.8% | 78.3%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -19.34% | -10.99%-8.3pp | -12.16%-7.2pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,026 | $3,464-70.4% | $2,922-64.9% | $4,742-78.4% |
| Participant deferral / active EE | $1,084 | $5,217-79.2% | $4,565-76.3% | $6,401-83.1% |
| Admin fee / account holder | $328 | $13,938-97.6% | $8,446-96.1% | $11,431-97.1% |