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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 | $126,791 | $113,941+11.3% | $94,229+34.6% | $125,389+1.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.18% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $6,250 | $4,727+32.2% | $3,587+74.2% | $4,866+28.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,823 | $8,392+5.1% | $6,269+40.7% | $9,541-7.5% |