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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 | $56,197 | $82,678-32.0% | $125,391-55.2% | $68,490-17.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 11.47% | -5.97%+17.4pp | 572.41%-560.9pp | -7.85%+19.3pp |
| Employer contribution / active EE | $7,256 | $3,382+114.5% | $4,816+50.7% | $2,597+179.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,760 | $6,277-8.2% | $10,009-42.4% | $5,403+6.6% |