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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 | $91,924 | $107,809-14.7% | $90,657+1.4% | $135,380-32.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 8.00% | -0.90%+8.9pp | 1.89%+6.1pp | 519.81%-511.8pp |
| Employer contribution / active EE | $4,286 | $3,018+42.0% | $2,532+69.3% | $4,779-10.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,615 | $5,931-39.0% | $4,994-27.6% | $10,828-66.6% |