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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 | $12,789 | $82,324-84.5% | $68,803-81.4% | $134,545-90.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -18.27% | -2.17%-16.1pp | -6.37%-11.9pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,173 | $3,302-34.2% | $2,656-18.2% | $4,742-54.2% |
| Participant deferral / active EE | $371 | $4,740-92.2% | $3,942-90.6% | $6,401-94.2% |
| Admin fee / account holder | $1,301 | $6,485-79.9% | $4,936-73.7% | $11,431-88.6% |