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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 | $26,560 | $167,533-84.1% | $151,645-82.5% | $134,545-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.83% | 7.81%-16.6pp | 3.34%-12.2pp | 418.37%-427.2pp |
| Employer contribution / active EE | $11,173 | $6,828+63.6% | $6,165+81.2% | $4,742+135.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,096 | $13,781-92.0% | $11,614-90.6% | $11,431-90.4% |