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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 | $65,336 | $42,383+54.2% | $76,518-14.6% | $64,173+1.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.81% | -16.54%+29.3pp | -0.27%+13.1pp | 7.63%+5.2pp |
| Employer contribution / active EE | $3,331 | $1,563+113.1% | $2,647+25.8% | $2,381+39.9% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,940 | $3,198+148.3% | $4,849+63.8% | $4,887+62.5% |