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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 | $21,511 | $105,866-79.7% | $90,766-76.3% | $134,545-84.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.83% | -10.99%-4.8pp | -12.16%-3.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $827 | $3,464-76.1% | $2,922-71.7% | $4,742-82.5% |
| Participant deferral / active EE | $868 | $5,217-83.4% | $4,565-81.0% | $6,401-86.4% |
| Admin fee / account holder | $1,207 | $13,938-91.3% | $8,446-85.7% | $11,431-89.4% |