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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 | $71,914 | $92,219-22.0% | $76,767-6.3% | $135,380-46.9% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | 1.37% | 5.46%-4.1pp | 2.43%-1.1pp | 519.81%-518.4pp |
| Employer contribution / active EE | $7,500 | $3,216+133.2% | $2,485+201.8% | $4,779+56.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $944 | $10,749-91.2% | $6,675-85.9% | $10,828-91.3% |