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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 | $26,051 | $50,947-48.9% | $74,549-65.1% | $64,173-59.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.74% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,667 | $1,115+139.1% | $1,961+36.0% | $2,381+12.0% |
| Participant deferral / active EE | $805 | $2,302-65.0% | $3,108-74.1% | $3,470-76.8% |
| Admin fee / account holder | $1,348 | $4,221-68.1% | $5,059-73.4% | $4,887-72.4% |