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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 | $75,053 | $87,542-14.3% | $75,782-1.0% | $125,393-40.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.22% | 13.48%-12.3pp | 9.68%-8.5pp | 282.23%-281.0pp |
| Employer contribution / active EE | $8,423 | $3,930+114.3% | $3,323+153.5% | $4,866+73.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $570 | $6,502-91.2% | $5,300-89.2% | $9,541-94.0% |