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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 | $203,179 | $45,566+345.9% | $64,105+217.0% | $59,633+240.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.29% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $7,711 | $934+725.5% | $1,820+323.7% | $2,203+250.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $754 | $3,268-76.9% | $4,499-83.2% | $4,297-82.5% |