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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 | $57,300 | $59,332-3.4% | $90,223-36.5% | $59,632-3.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -0.01% | 3.25%-3.3pp | 1.31%-1.3pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $6,571 | $3,031+116.8% | $4,378+50.1% | $2,203+198.3% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,311 | $5,032+25.4% | $7,406-14.8% | $4,297+46.9% |