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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 | $22,812 | $69,518-67.2% | $59,883-61.9% | $135,382-83.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.87% | 7.95%-10.8pp | 3.46%-6.3pp | 519.77%-522.6pp |
| Employer contribution / active EE | $2,696 | $3,235-16.7% | $2,722-1.0% | $4,779-43.6% |
| Participant deferral / active EE | $646 | $4,204-84.6% | $3,402-81.0% | $5,609-88.5% |
| Admin fee / account holder | $809 | $5,734-85.9% | $3,591-77.5% | $10,829-92.5% |