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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 | $110,531 | $69,541+58.9% | $59,899+84.5% | $135,380-18.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.45% | 7.95%-11.4pp | 3.46%-6.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $4,777 | $3,236+47.6% | $2,723+75.5% | $4,7790% |
| Participant deferral / active EE | $411 | $4,206-90.2% | $3,402-87.9% | $5,609-92.7% |
| Admin fee / account holder | $1,343 | $5,737-76.6% | $3,592-62.6% | $10,828-87.6% |