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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 | $41,456 | $86,940-52.3% | $102,434-59.5% | $80,935-48.8% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.0pp | 67.7%+21.9pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $6,759 | $2,370+185.2% | $3,023+123.6% | $2,757+145.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,975 | $8,047-63.0% | $9,462-68.6% | $6,924-57.0% |