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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 | $191,768 | $72,404+164.9% | $110,243+73.9% | $64,173+198.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.78% | -6.29%+7.1pp | 314.76%-314.0pp | 7.63%-6.8pp |
| Employer contribution / active EE | $7,925 | $2,282+247.4% | $3,827+107.1% | $2,381+232.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,753 | $5,664-33.7% | $8,548-56.1% | $4,887-23.2% |