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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 | $73,692 | $167,362-56.0% | $143,799-48.8% | $134,532-45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.37% | 0.47%-6.8pp | -0.04%-6.3pp | 418.27%-424.6pp |
| Employer contribution / active EE | $7,475 | $5,620+33.0% | $4,952+50.9% | $4,741+57.7% |
| Participant deferral / active EE | $338 | $6,447-94.8% | $5,638-94.0% | $6,401-94.7% |
| Admin fee / account holder | $8,998 | $18,094-50.3% | $14,677-38.7% | $11,429-21.3% |