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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 | $64,416 | $82,678-22.1% | $125,391-48.6% | $68,490-5.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | 1.44% | -5.97%+7.4pp | 572.41%-571.0pp | -7.85%+9.3pp |
| Employer contribution / active EE | $3,750 | $3,382+10.9% | $4,816-22.1% | $2,597+44.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,011 | $6,277+59.5% | $10,0090% | $5,403+85.3% |