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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 | $16,627 | $85,790-80.6% | $67,313-75.3% | $135,380-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.59% | -0.54%+7.1pp | -4.08%+10.7pp | 519.81%-513.2pp |
| Employer contribution / active EE | $5,212 | $3,487+49.5% | $2,566+103.2% | $4,779+9.1% |
| Participant deferral / active EE | $975 | $4,651-79.0% | $3,568-72.7% | $5,609-82.6% |
| Admin fee / account holder | $1,183 | $6,392-81.5% | $4,507-73.7% | $10,828-89.1% |