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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 | $20,065 | $82,678-75.7% | $125,391-84.0% | $68,490-70.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 6.50% | -5.97%+12.5pp | 572.41%-565.9pp | -7.85%+14.4pp |
| Employer contribution / active EE | $6,250 | $3,382+84.8% | $4,816+29.8% | $2,597+140.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $505 | $6,277-92.0% | $10,009-95.0% | $5,403-90.7% |