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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 | $37,092 | $69,541-46.7% | $59,899-38.1% | $135,380-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.79% | 7.95%-5.2pp | 3.46%-0.7pp | 519.81%-517.0pp |
| Employer contribution / active EE | $5,385 | $3,236+66.4% | $2,723+97.8% | $4,779+12.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $919 | $5,737-84.0% | $3,592-74.4% | $10,828-91.5% |