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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 | $46,057 | $78,694-41.5% | $67,652-31.9% | $125,389-63.3% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.3pp | 83.2%-6.3pp |
| Annual return | 0.29% | 9.46%-9.2pp | 6625.40%-6625.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $945 | $4,292-78.0% | $3,560-73.5% | $5,352-82.3% |
| Admin fee / account holder | $3,310 | $7,403-55.3% | $4,821-31.3% | $9,541-65.3% |