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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 | $61,739 | $42,383+45.7% | $76,518-19.3% | $64,173-3.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 1.77% | -16.54%+18.3pp | -0.27%+2.0pp | 7.63%-5.9pp |
| Employer contribution / active EE | $3,792 | $1,563+142.6% | $2,647+43.3% | $2,381+59.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $92,241 | $3,198+2784.4% | $4,849+1802.5% | $4,887+1787.3% |