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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 | $74,963 | $65,704+14.1% | $94,229-20.4% | $59,633+25.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.22% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $4,229 | $2,021+109.3% | $3,587+17.9% | $2,203+92.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,449 | $4,265-66.0% | $6,269-76.9% | $4,297-66.3% |