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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 | $123,883 | $78,694+57.4% | $67,652+83.1% | $125,389-1.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.51% | 9.46%-8.9pp | 6625.40%-6624.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $12,035 | $3,044+295.4% | $2,266+431.2% | $4,866+147.3% |
| Participant deferral / active EE | $434 | $4,292-89.9% | $3,560-87.8% | $5,352-91.9% |
| Admin fee / account holder | $8,227 | $7,403+11.1% | $4,821+70.7% | $9,541-13.8% |