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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 | $60,200 | $35,183+71.1% | $73,550-18.1% | $70,126-14.2% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 15.25% | 26.90%-11.7pp | -15.16%+30.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,778 | $709+292.0% | $1,219+127.8% | $2,343+18.6% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $426 | $2,302-81.5% | $2,320-81.6% | $4,645-90.8% |