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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 | $94,753 | $211,946-55.3% | $169,452-44.1% | $135,380-30.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.18% | 3.26%-3.1pp | 1.83%-1.6pp | 519.81%-519.6pp |
| Employer contribution / active EE | $9,089 | $5,117+77.6% | $4,157+118.6% | $4,779+90.2% |
| Participant deferral / active EE | $690 | $6,075-88.6% | $5,277-86.9% | $5,609-87.7% |
| Admin fee / account holder | $1,700 | $11,472-85.2% | $9,110-81.3% | $10,828-84.3% |