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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 | $76,648 | $43,344+76.8% | $59,899+28.0% | $64,173+19.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.43% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $5,882 | $2,030+189.8% | $2,723+116.0% | $2,381+147.1% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $391 | $3,008-87.0% | $3,592-89.1% | $4,887-92.0% |