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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 | $55,497 | $48,337+14.8% | $67,560-17.9% | $80,959-31.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.59% | 18.26%+3.3pp | 3533.50%-3511.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $4,282 | $2,023+111.7% | $2,737+56.5% | $2,757+55.3% |
| Participant deferral / active EE | $26 | $2,928-99.1% | $4,004-99.4% | $4,300-99.4% |
| Admin fee / account holder | $19,761 | $3,695+434.7% | $3,994+394.8% | $6,925+185.3% |