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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 | $61,331 | $73,019-16.0% | $90,766-32.4% | $68,490-10.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 4.17% | -13.81%+18.0pp | -12.16%+16.3pp | -7.85%+12.0pp |
| Employer contribution / active EE | $7,615 | $2,193+247.3% | $2,922+160.6% | $2,597+193.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,714 | $5,897-70.9% | $8,446-79.7% | $5,403-68.3% |