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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 | $158,342 | $49,280+221.3% | $67,313+135.2% | $64,173+146.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.10% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $8,678 | $1,668+420.1% | $2,566+238.2% | $2,381+264.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,819 | $3,863+76.5% | $4,507+51.3% | $4,887+39.5% |