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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 | $30,072 | $83,908-64.2% | $68,509-56.1% | $125,389-76.0% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -3.07% | 14.48%-17.5pp | 8.27%-11.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $484 | $3,031-84.0% | $2,278-78.8% | $4,866-90.1% |
| Participant deferral / active EE | $968 | $4,125-76.5% | $3,382-71.4% | $5,352-81.9% |
| Admin fee / account holder | $401 | $8,982-95.5% | $5,275-92.4% | $9,541-95.8% |