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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 | $33,316 | $94,529-64.8% | $140,019-76.2% | $64,173-48.1% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -0.14% | 7.77%-7.9pp | 651.17%-651.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,210 | $3,812-68.2% | $5,605-78.4% | $2,381-49.2% |
| Participant deferral / active EE | $1,239 | $5,250-76.4% | $6,927-82.1% | $3,470-64.3% |
| Admin fee / account holder | $5,588 | $6,741-17.1% | $10,705-47.8% | $4,887+14.3% |