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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 | $19,034 | $67,396-71.8% | $60,919-68.8% | $134,545-85.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -12.64% | 50.12%-62.8pp | 16.96%-29.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $544 | $3,101-82.5% | $2,704-79.9% | $4,742-88.5% |
| Participant deferral / active EE | $678 | $4,534-85.1% | $3,814-82.2% | $6,401-89.4% |
| Admin fee / account holder | $323 | $4,590-93.0% | $3,228-90.0% | $11,431-97.2% |