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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 | $44,138 | $106,115-58.4% | $85,969-48.7% | $125,389-64.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.76% | 13.93%-14.7pp | 9.32%-10.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $8,750 | $4,537+92.9% | $3,474+151.8% | $4,866+79.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,109 | $8,144-74.1% | $6,053-65.2% | $9,541-77.9% |