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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 | $50,429 | $211,946-76.2% | $169,452-70.2% | $135,380-62.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.29% | 3.26%-8.6pp | 1.83%-7.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $9,601 | $5,117+87.6% | $4,157+131.0% | $4,779+100.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,758 | $11,472+19.9% | $9,110+51.0% | $10,828+27.1% |