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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 | $18,083 | $87,546-79.3% | $75,784-76.1% | $125,389-85.6% |
| Participation rate | 94.4% | 80.2%+14.3pp | 75.8%+18.6pp | 83.2%+11.3pp |
| Annual return | 0.24% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,667 | $3,930+44.2% | $3,323+70.5% | $4,866+16.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $473 | $6,503-92.7% | $5,300-91.1% | $9,541-95.0% |