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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 | $114,254 | $72,404+57.8% | $110,243+3.6% | $64,173+78.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.69% | -6.29%+7.0pp | 314.76%-314.1pp | 7.63%-6.9pp |
| Employer contribution / active EE | $6,098 | $2,282+167.3% | $3,827+59.3% | $2,381+156.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,969 | $5,664+23.0% | $8,548-18.5% | $4,887+42.6% |