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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 | $209,815 | $59,107+255.0% | $86,439+142.7% | $68,495+206.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.96% | -0.23%+6.2pp | 4395.55%-4389.6pp | -7.84%+13.8pp |
| Employer contribution / active EE | $10,987 | $2,519+336.2% | $3,769+191.5% | $2,596+323.1% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,673 | $5,637-52.6% | $6,732-60.3% | $5,403-50.5% |