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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 | $9,689 | $82,324-88.2% | $68,803-85.9% | $134,545-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.69% | -2.17%-13.5pp | -6.37%-9.3pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,097 | $3,302-66.8% | $2,656-58.7% | $4,742-76.9% |
| Participant deferral / active EE | $488 | $4,740-89.7% | $3,942-87.6% | $6,401-92.4% |
| Admin fee / account holder | $1,353 | $6,485-79.1% | $4,936-72.6% | $11,431-88.2% |