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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 | $62,906 | $149,778-58.0% | $118,946-47.1% | $158,966-60.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.11% | 19.95%-6.8pp | 35.89%-22.8pp | 302.95%-289.8pp |
| Employer contribution / active EE | $5,626 | $4,117+36.7% | $3,263+72.4% | $4,762+18.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $637 | $8,604-92.6% | $6,581-90.3% | $11,250-94.3% |