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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 | $48,314+14.9% | $67,561-17.9% | $80,925-31.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 21.59% | 18.28%+3.3pp | 3525.44%-3503.9pp | 35.65%-14.1pp |
| Employer contribution / active EE | $4,282 | $2,022+111.8% | $2,735+56.6% | $2,756+55.4% |
| Participant deferral / active EE | $26 | $2,927-99.1% | $4,003-99.4% | $4,299-99.4% |
| Admin fee / account holder | $19,761 | $3,690+435.6% | $4,006+393.3% | $6,940+184.7% |