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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 | $27,483 | $64,729-57.5% | $112,263-75.5% | $68,490-59.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.46% | -11.40%-2.1pp | 27.49%-41.0pp | -7.85%-5.6pp |
| Employer contribution / active EE | $5,814 | $2,746+111.7% | $3,636+59.9% | $2,597+123.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,311 | $5,222-74.9% | $6,410-79.6% | $5,403-75.7% |