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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 | $32,302 | $113,941-71.7% | $94,229-65.7% | $125,389-74.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -1.59% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $794 | $4,727-83.2% | $3,587-77.9% | $4,866-83.7% |
| Participant deferral / active EE | $8 | $5,179-99.8% | $4,320-99.8% | $5,352-99.9% |
| Admin fee / account holder | $30,138 | $8,392+259.2% | $6,269+380.7% | $9,541+215.9% |