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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 | $81,412 | $113,941-28.5% | $94,229-13.6% | $125,389-35.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.76% | 5.29%-4.5pp | 10.68%-9.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $10,294 | $4,727+117.8% | $3,587+187.0% | $4,866+111.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $75,734 | $8,392+802.5% | $6,269+1108.0% | $9,541+693.8% |