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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 | $48,806 | $140,592-65.3% | $123,106-60.4% | $125,388-61.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.42% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $12,952 | $6,041+114.4% | $5,151+151.5% | $4,866+166.2% |
| Participant deferral / active EE | $195 | $6,980-97.2% | $6,229-96.9% | $5,352-96.4% |
| Admin fee / account holder | $687 | $11,198-93.9% | $9,015-92.4% | $9,541-92.8% |