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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 | $34,018 | $78,694-56.8% | $67,652-49.7% | $125,389-72.9% |
| Participation rate | 90.5% | 78.8%+11.7pp | 75.7%+14.8pp | 83.2%+7.3pp |
| Annual return | -0.26% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $649 | $3,044-78.7% | $2,266-71.3% | $4,866-86.7% |
| Participant deferral / active EE | $1,241 | $4,292-71.1% | $3,560-65.1% | $5,352-76.8% |
| Admin fee / account holder | $1,773 | $7,403-76.1% | $4,821-63.2% | $9,541-81.4% |