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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 | $34,807 | $64,719-46.2% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 97.9% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.0pp |
| Annual return | 0.18% | -11.40%+11.6pp | 27.48%-27.3pp | -7.85%+8.0pp |
| Employer contribution / active EE | $6,186 | $2,747+125.2% | $3,636+70.1% | $2,597+138.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,251 | $5,232+19.5% | $6,412-2.5% | $5,404+15.7% |