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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 | $60,824 | $91,911-33.8% | $68,612-11.4% | $135,380-55.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 5.77% | -8.22%+14.0pp | -4.63%+10.4pp | 519.81%-514.0pp |
| Employer contribution / active EE | $3,127 | $3,924-20.3% | $2,625+19.1% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $375 | $9,240-95.9% | $5,131-92.7% | $10,828-96.5% |