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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 | $156,750 | $72,404+116.5% | $110,241+42.2% | $64,181+144.2% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.8pp |
| Annual return | 0.49% | -6.29%+6.8pp | 314.75%-314.3pp | 7.63%-7.1pp |
| Employer contribution / active EE | $8,827 | $2,282+286.9% | $3,827+130.7% | $2,381+270.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,089 | $5,664-63.1% | $8,548-75.6% | $4,887-57.3% |